+555.5%
AMZN vs IBB
+122.6%
+432.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.8% |
| 7D | +0.8% | -1.7% | +2.5% | +1.9% |
| 30D | -6.4% | +4.9% | -11.2% | -9.6% |
| 3M | +4.8% | +24.2% | -19.4% | -10.0% |
| 6M | +20.5% | +23.8% | -3.3% | +3.5% |
| YTD | +11.3% | +23.0% | -11.6% | -4.3% |
| 1Y | +9.0% | +46.2% | -37.2% | -17.0% |
| 3Y | +85.9% | +64.8% | +21.1% | +28.2% |
| 5Y | +45.8% | +20.9% | +24.9% | +21.9% |
| 10Y | +555.5% | +121.6% | +433.9% | +292.7% |
| All | +555.5% | +122.6% | +432.8% | +292.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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