+85.9%
AMZN vs IWM
+65.4%
+20.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | +0.8% | +1.4% | -0.6% | -0.2% |
| 30D | -6.4% | -2.3% | -4.1% | -4.9% |
| 3M | +4.8% | +4.0% | +0.8% | +1.7% |
| 6M | +20.5% | +17.9% | +2.6% | +6.6% |
| YTD | +11.3% | +20.2% | -8.9% | -3.2% |
| 1Y | +9.0% | +25.0% | -16.0% | -8.2% |
| 3Y | +85.9% | +66.0% | +19.9% | +34.9% |
| All | +85.9% | +65.4% | +20.5% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IWM 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling