+25.3%
U vs IVZ
+21.8%
+3.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.4% |
| 7D | +2.8% | +5.1% | -2.3% | -0.1% |
| 30D | +7.6% | -1.6% | +9.2% | +7.6% |
| 3M | +12.7% | -9.1% | +21.8% | +18.4% |
| 6M | +87.0% | +1.8% | +85.2% | +78.8% |
| YTD | +13.6% | +10.8% | +2.8% | +4.0% |
| 1Y | +25.3% | +19.1% | +6.2% | +11.0% |
| All | +25.3% | +21.8% | +3.5% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IVZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling