+565.7%
AMZN vs IBN
+324.2%
+241.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | +0.1% | +1.4% |
| 7D | -0.7% | -3.0% | +2.3% | +0.2% |
| 30D | -3.9% | -1.5% | -2.4% | -3.6% |
| 3M | +6.3% | +7.9% | -1.6% | +3.9% |
| 6M | +20.8% | +8.6% | +12.1% | +17.8% |
| YTD | +11.2% | -0.6% | +11.8% | +11.0% |
| 1Y | +11.7% | -7.3% | +19.0% | +13.4% |
| 3Y | +79.4% | +26.2% | +53.2% | +66.3% |
| 5Y | +48.0% | +57.8% | -9.8% | +29.8% |
| All | +565.7% | +324.2% | +241.5% | +382.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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