+31,333.6%
AMZN vs IGV
+951.3%
+30,382.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +1.0% |
| 7D | +0.8% | -3.3% | +4.1% | +3.6% |
| 30D | -6.4% | 0.0% | -6.4% | -7.3% |
| 3M | +4.8% | +7.3% | -2.6% | -2.9% |
| 6M | +20.5% | +16.7% | +3.8% | +1.0% |
| YTD | +11.3% | -2.8% | +14.2% | +8.7% |
| 1Y | +9.0% | -6.7% | +15.6% | +10.3% |
| 3Y | +85.9% | +41.1% | +44.8% | +28.5% |
| 5Y | +45.8% | +22.0% | +23.8% | +15.3% |
| 10Y | +555.5% | +357.9% | +197.6% | +52.9% |
| All | +31,333.6% | +951.3% | +30,382.3% | +3,626.8% |
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