+35,556.6%
AMZN vs IBB
+560.8%
+34,995.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.5% |
| 7D | -3.0% | +1.4% | -4.4% | -4.0% |
| 30D | -5.2% | +10.5% | -15.7% | -12.1% |
| 3M | +1.9% | +23.6% | -21.8% | -13.5% |
| 6M | +19.2% | +22.6% | -3.4% | +1.6% |
| YTD | +12.0% | +25.7% | -13.7% | -6.7% |
| 1Y | +9.7% | +51.4% | -41.7% | -20.5% |
| 3Y | +87.2% | +64.4% | +22.8% | +25.4% |
| 5Y | +48.7% | +22.1% | +26.5% | +23.9% |
| 10Y | +569.3% | +132.5% | +436.9% | +229.7% |
| All | +35,556.6% | +560.8% | +34,995.7% | +6,357.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling