+47.3%
AMZN vs IBB
+22.5%
+24.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.4% |
| 7D | -3.0% | +1.4% | -4.4% | -3.9% |
| 30D | -5.2% | +10.5% | -15.7% | -11.8% |
| 3M | +1.9% | +23.6% | -21.8% | -13.1% |
| 6M | +19.2% | +22.6% | -3.4% | +2.0% |
| YTD | +12.0% | +25.7% | -13.7% | -6.3% |
| 1Y | +9.7% | +51.4% | -41.7% | -20.7% |
| 3Y | +87.2% | +64.4% | +22.8% | +23.4% |
| All | +47.3% | +22.5% | +24.8% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling