+28.9%
AMZA vs SPY
+11.5%
+17.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | -3.6% | -0.6% | -3.0% | -3.5% |
| 30D | -2.6% | -3.7% | +1.1% | -3.1% |
| 3M | -3.2% | -2.7% | -0.5% | -3.6% |
| 6M | +5.1% | +2.2% | +2.9% | +5.8% |
| YTD | +26.8% | +10.8% | +16.0% | +29.2% |
| All | +28.9% | +11.5% | +17.4% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling