+76.2%
UBER vs IVZ
+61.5%
+14.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | -7.0% | +1.2% | -8.2% | -7.5% |
| 30D | -8.9% | +1.8% | -10.7% | -9.8% |
| 3M | +1.0% | +15.7% | -14.8% | -6.3% |
| 6M | -3.7% | +36.3% | -40.1% | -17.8% |
| YTD | -13.0% | +24.9% | -37.9% | -23.3% |
| 1Y | -25.5% | +48.9% | -74.5% | -40.3% |
| 3Y | +50.5% | +136.8% | -86.3% | -12.0% |
| 5Y | +76.2% | +60.0% | +16.2% | +25.9% |
| All | +76.2% | +61.5% | +14.7% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling