+36,008.3%
AMZN vs IEF
+125.4%
+35,882.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.4% |
| 7D | +2.8% | -2.0% | +4.8% | +1.2% |
| 30D | +5.0% | +0.7% | +4.2% | +5.6% |
| 3M | +0.6% | -2.5% | +3.1% | -1.4% |
| 6M | -1.3% | -2.6% | +1.3% | -3.3% |
| YTD | +15.5% | -3.2% | +18.7% | +12.5% |
| 1Y | +12.2% | -3.0% | +15.3% | +9.4% |
| 3Y | +87.0% | +10.5% | +76.5% | +104.0% |
| 5Y | +51.3% | -8.2% | +59.5% | +32.8% |
| 10Y | +621.7% | +6.7% | +615.0% | +674.5% |
| All | +36,008.3% | +125.4% | +35,882.9% | +124,087.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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