+199.0%
AMD vs AMZN
+47.2%
+151.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.4% | +11.3% |
| 7D | -11.0% | +7.9% | -18.9% | -15.9% |
| 30D | -30.5% | -0.2% | -30.2% | -30.2% |
| 3M | -8.2% | -4.8% | -3.5% | -5.2% |
| 6M | +6.6% | -5.7% | +12.3% | +8.8% |
| YTD | +109.7% | +12.3% | +97.3% | +86.2% |
| 1Y | +88.9% | +6.7% | +82.2% | +74.6% |
| 3Y | +301.8% | +85.6% | +216.3% | +132.9% |
| All | +199.0% | +47.2% | +151.8% | +125.9% |
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