+265,645.5%
AMZN vs IP
+112.0%
+265,533.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -0.9% |
| 7D | +6.7% | -5.0% | +11.7% | +8.4% |
| 30D | +1.5% | +6.5% | -5.0% | -0.8% |
| 3M | -4.6% | -18.0% | +13.5% | +1.2% |
| 6M | -4.9% | +10.3% | -15.2% | -9.6% |
| YTD | +12.7% | -9.9% | +22.6% | +12.7% |
| 1Y | +4.0% | -1.1% | +5.1% | +0.5% |
| 3Y | +87.7% | +13.0% | +74.7% | +66.5% |
| 5Y | +47.9% | -12.3% | +60.2% | +41.7% |
| 10Y | +589.3% | +26.8% | +562.4% | +436.9% |
| All | +265,645.5% | +112.0% | +265,533.4% | +102,391.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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