+553.0%
AMZN vs IVZ
+64.1%
+488.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -2.7% | -2.4% | -0.3% | -2.0% |
| 30D | -7.5% | +2.5% | -10.0% | -8.3% |
| 3M | +5.8% | +17.1% | -11.2% | +0.4% |
| 6M | +17.5% | +35.1% | -17.6% | +6.5% |
| YTD | +9.1% | +24.3% | -15.2% | +1.0% |
| 1Y | +9.4% | +48.7% | -39.3% | -4.5% |
| 3Y | +82.2% | +135.6% | -53.4% | +35.2% |
| 5Y | +45.2% | +60.3% | -15.1% | +17.0% |
| All | +553.0% | +64.1% | +488.9% | +430.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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