+76.4%
AMZN vs IBN
+25.8%
+50.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.2% |
| 7D | -1.0% | -5.1% | +4.1% | +0.6% |
| 30D | -9.2% | -3.5% | -5.7% | -8.3% |
| 3M | +3.4% | +11.3% | -7.9% | -0.4% |
| 6M | +18.2% | +4.4% | +13.8% | +16.0% |
| YTD | +9.3% | -1.8% | +11.2% | +9.2% |
| 1Y | +5.9% | -8.0% | +13.9% | +7.4% |
| All | +76.4% | +25.8% | +50.5% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling