+641.7%
AMZN vs IAG
+389.3%
+252.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.4% |
| 7D | +2.8% | -7.7% | +10.5% | +3.4% |
| 30D | +5.0% | +1.6% | +3.4% | +4.7% |
| 3M | +0.6% | -2.4% | +3.0% | +0.5% |
| 6M | -1.3% | -7.8% | +6.5% | -1.3% |
| YTD | +15.5% | +5.0% | +10.5% | +13.9% |
| 1Y | +12.2% | +25.7% | -13.4% | +9.3% |
| 3Y | +87.0% | +694.5% | -607.5% | +56.7% |
| 5Y | +51.3% | +421.7% | -370.4% | +25.2% |
| All | +641.7% | +389.3% | +252.4% | +503.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 10y: compounded portfolio wealth divided by compounded IAG 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…
10y analysis · Full analysis span regression · 6 months rolling