+553.0%
AMZN vs IGV
+363.9%
+189.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | -2.7% | -5.4% | +2.7% | +1.8% |
| 30D | -7.5% | -2.6% | -4.9% | -6.3% |
| 3M | +5.8% | +10.5% | -4.7% | -3.9% |
| 6M | +17.5% | +18.2% | -0.7% | -1.7% |
| YTD | +9.1% | -4.2% | +13.4% | +8.8% |
| 1Y | +9.4% | -9.8% | +19.2% | +15.1% |
| 3Y | +82.2% | +39.1% | +43.1% | +28.5% |
| 5Y | +45.2% | +21.2% | +24.0% | +13.9% |
| All | +553.0% | +363.9% | +189.1% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 10y: compounded portfolio wealth divided by compounded IGV 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…
10y analysis · Full analysis span regression · 6 months rolling