+44.9%
AMZN vs IGV
+21.2%
+23.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.1% |
| 7D | -1.0% | -1.5% | +0.5% | +0.1% |
| 30D | -9.2% | -3.0% | -6.2% | -7.7% |
| 3M | +3.4% | +9.6% | -6.2% | -5.4% |
| 6M | +18.2% | +16.1% | +2.1% | +0.3% |
| YTD | +9.3% | -3.6% | +13.0% | +9.4% |
| 1Y | +5.9% | -7.8% | +13.8% | +10.5% |
| 3Y | +82.6% | +40.0% | +42.6% | +24.5% |
| 5Y | +44.9% | +21.2% | +23.7% | +1.7% |
| All | +44.9% | +21.2% | +23.7% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling