+7,505.3%
AMZN vs IBN
+1,760.3%
+5,744.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +2.8% | +1.9% | +1.0% | +2.4% |
| 30D | +5.0% | +22.1% | -17.2% | -0.2% |
| 3M | +0.6% | +17.1% | -16.5% | -3.4% |
| 6M | -1.3% | +35.5% | -36.8% | -8.7% |
| YTD | +15.5% | +16.8% | -1.3% | +10.8% |
| 1Y | +12.2% | +12.4% | -0.2% | +8.6% |
| 3Y | +87.0% | +58.0% | +29.0% | +65.0% |
| 5Y | +51.3% | +73.7% | -22.4% | +31.1% |
| 10Y | +621.7% | +385.6% | +236.1% | +358.6% |
| All | +7,505.3% | +1,760.3% | +5,744.9% | +2,363.6% |
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