+157.1%
AMZA vs SPY
+72.2%
+84.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | -3.6% | -0.6% | -3.0% | -3.3% |
| 30D | -2.6% | -3.7% | +1.1% | -0.3% |
| 3M | -3.2% | -2.7% | -0.5% | -1.7% |
| 6M | +5.1% | +2.2% | +2.9% | +2.9% |
| YTD | +26.8% | +10.8% | +16.0% | +16.9% |
| 1Y | +29.6% | +11.2% | +18.4% | +19.1% |
| 3Y | +71.0% | +76.5% | -5.4% | +9.5% |
| 5Y | +157.1% | +72.9% | +84.1% | +64.8% |
| All | +157.1% | +72.2% | +84.8% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling