+51.7%
AMZN vs IBN
+72.7%
-21.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.0% |
| 7D | +2.8% | +5.7% | -2.9% | -0.1% |
| 30D | +3.4% | +20.5% | -17.1% | -6.3% |
| 3M | +0.1% | +15.2% | -15.2% | -7.4% |
| 6M | +0.6% | +34.5% | -33.9% | -14.5% |
| YTD | +15.9% | +16.4% | -0.5% | +6.0% |
| 1Y | +9.5% | +13.5% | -4.0% | +1.4% |
| 3Y | +86.3% | +55.4% | +30.9% | +34.7% |
| 5Y | +51.7% | +73.1% | -21.3% | -0.2% |
| All | +51.7% | +72.7% | -21.0% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling