+9.4%
AMZN vs IBN
-8.6%
+18.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -2.7% | -5.5% | +2.8% | -1.4% |
| 30D | -7.5% | -3.4% | -4.1% | -6.7% |
| 3M | +5.8% | +8.7% | -2.8% | +3.2% |
| 6M | +17.5% | +3.7% | +13.8% | +14.4% |
| YTD | +9.1% | -2.4% | +11.5% | +7.2% |
| 1Y | +9.4% | -8.1% | +17.4% | +5.9% |
| All | +9.4% | -8.6% | +18.0% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling