+337.5%
AMD vs AMZN
+48.7%
+288.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.8% | +4.8% |
| 7D | +2.6% | -3.0% | +5.5% | +4.8% |
| 30D | -0.9% | -5.2% | +4.3% | +2.4% |
| 3M | -8.7% | +1.9% | -10.6% | -12.2% |
| 6M | +136.3% | +19.2% | +117.1% | +101.5% |
| YTD | +123.0% | +12.0% | +111.0% | +98.0% |
| 1Y | +195.2% | +9.7% | +185.5% | +165.5% |
| 3Y | +336.3% | +87.2% | +249.2% | +150.8% |
| All | +337.5% | +48.7% | +288.9% | +219.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling