+301.8%
AMD vs AMZN
+86.9%
+215.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.4% | +11.3% |
| 7D | -11.0% | +7.9% | -18.9% | -15.4% |
| 30D | -30.5% | -0.2% | -30.2% | -30.2% |
| 3M | -8.2% | -4.8% | -3.5% | -5.4% |
| 6M | +6.6% | -5.7% | +12.3% | +9.5% |
| YTD | +109.7% | +12.3% | +97.3% | +88.2% |
| 1Y | +88.9% | +6.7% | +82.2% | +76.4% |
| 3Y | +301.8% | +85.6% | +216.3% | +122.2% |
| All | +301.8% | +86.9% | +215.0% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMZN.
Daily Out/Under-Performance
Portfolio return minus AMZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMZN 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 AMZN 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