+553.0%
AMZN vs IRM
+430.1%
+122.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.4% |
| 7D | -2.7% | -1.8% | -0.9% | -2.2% |
| 30D | -7.5% | -7.8% | +0.3% | -5.5% |
| 3M | +5.8% | -7.9% | +13.7% | +7.8% |
| 6M | +17.5% | +6.3% | +11.2% | +14.3% |
| YTD | +9.1% | +38.2% | -29.0% | -2.6% |
| 1Y | +9.4% | +19.8% | -10.5% | +1.7% |
| 3Y | +82.2% | +98.8% | -16.5% | +41.2% |
| 5Y | +45.2% | +191.8% | -146.6% | +0.7% |
| All | +553.0% | +430.1% | +122.9% | +275.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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