+76.4%
AMZN vs IVZ
+133.3%
-57.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -1.0% | +1.2% | -2.2% | -1.4% |
| 30D | -9.2% | +1.8% | -11.0% | -9.9% |
| 3M | +3.4% | +15.7% | -12.4% | -2.4% |
| 6M | +18.2% | +36.3% | -18.1% | +4.8% |
| YTD | +9.3% | +24.9% | -15.6% | -0.6% |
| 1Y | +5.9% | +48.9% | -43.0% | -10.3% |
| All | +76.4% | +133.3% | -57.0% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling