+641.7%
AMZN vs IBN
+385.6%
+256.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +2.8% | +1.9% | +1.0% | +2.3% |
| 30D | +5.0% | +22.1% | -17.2% | -0.9% |
| 3M | +0.6% | +17.1% | -16.5% | -4.0% |
| 6M | -1.3% | +35.5% | -36.8% | -9.7% |
| YTD | +15.5% | +16.8% | -1.3% | +10.1% |
| 1Y | +12.2% | +12.4% | -0.2% | +8.0% |
| 3Y | +87.0% | +58.0% | +29.0% | +62.2% |
| 5Y | +51.3% | +73.7% | -22.4% | +28.2% |
| All | +641.7% | +385.6% | +256.1% | +409.1% |
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