+39.2%
XLK vs IVZ
+49.7%
-10.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.9% |
| 7D | +0.2% | -2.4% | +2.6% | +1.1% |
| 30D | -0.6% | +3.0% | -3.7% | -1.8% |
| 3M | +2.6% | +14.9% | -12.3% | -2.9% |
| 6M | +34.0% | +36.7% | -2.8% | +18.7% |
| YTD | +30.7% | +25.7% | +5.0% | +17.9% |
| 1Y | +39.2% | +47.7% | -8.5% | +18.3% |
| All | +39.2% | +49.7% | -10.5% | +18.3% |
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