+7,272.8%
AMZN vs IBN
+1,532.9%
+5,739.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | 0.0% |
| 7D | -3.0% | +1.4% | -4.4% | -3.3% |
| 30D | -5.2% | -0.3% | -4.9% | -5.2% |
| 3M | +1.9% | +17.1% | -15.2% | -2.2% |
| 6M | +19.2% | +3.4% | +15.8% | +18.0% |
| YTD | +12.0% | +2.5% | +9.5% | +11.0% |
| 1Y | +9.7% | -4.2% | +13.8% | +10.3% |
| 3Y | +87.2% | +32.4% | +54.8% | +72.9% |
| 5Y | +48.7% | +59.2% | -10.5% | +31.6% |
| 10Y | +569.3% | +345.7% | +223.7% | +333.6% |
| All | +7,272.8% | +1,532.9% | +5,739.9% | +2,369.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling