+9,754.6%
AMZN vs IVV
+727.1%
+9,027.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.8% |
| 7D | +7.9% | -2.7% | +10.6% | +11.5% |
| 30D | -0.2% | -5.4% | +5.1% | +6.9% |
| 3M | -4.8% | -4.1% | -0.7% | +0.4% |
| 6M | -5.7% | +0.7% | -6.4% | -6.3% |
| YTD | +12.3% | +8.7% | +3.6% | +1.6% |
| 1Y | +6.7% | +11.0% | -4.3% | -5.9% |
| 3Y | +85.6% | +75.4% | +10.1% | -5.6% |
| 5Y | +47.4% | +68.3% | -21.0% | -17.7% |
| 10Y | +586.8% | +315.5% | +271.3% | +20.4% |
| All | +9,754.6% | +727.1% | +9,027.6% | +856.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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