+50.4%
AMZN vs IVZ
+36.0%
+14.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.6% | -1.4% |
| 7D | +2.8% | +7.6% | -4.8% | -0.8% |
| 30D | +5.0% | +4.3% | +0.6% | +2.6% |
| 3M | +0.6% | -9.3% | +9.9% | +4.9% |
| 6M | -1.3% | +5.2% | -6.5% | -4.8% |
| YTD | +15.5% | +13.4% | +2.1% | +6.0% |
| 1Y | +12.2% | +25.4% | -13.1% | -2.5% |
| 3Y | +87.0% | +152.5% | -65.5% | +3.9% |
| All | +50.4% | +36.0% | +14.4% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling