+32,519.0%
AMZN vs IGV
+936.2%
+31,582.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +2.8% | +2.3% | +0.5% | +0.7% |
| 30D | +5.0% | -6.0% | +11.0% | +10.3% |
| 3M | +0.6% | -4.8% | +5.4% | +3.2% |
| 6M | -1.3% | +14.2% | -15.5% | -15.1% |
| YTD | +15.5% | -4.2% | +19.8% | +13.4% |
| 1Y | +12.2% | -5.3% | +17.5% | +11.1% |
| 3Y | +87.0% | +38.8% | +48.2% | +29.9% |
| 5Y | +51.3% | +14.2% | +37.1% | +26.0% |
| 10Y | +621.7% | +357.6% | +264.1% | +67.0% |
| All | +32,519.0% | +936.2% | +31,582.7% | +3,786.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling