+200.0%
AMZA vs SPY
+81.8%
+118.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | +0.6% | +0.5% | +0.1% | +0.3% |
| 30D | +7.6% | -0.9% | +8.5% | +8.2% |
| 3M | +12.9% | +3.9% | +9.0% | +9.7% |
| 6M | +17.1% | +14.5% | +2.5% | +5.8% |
| YTD | +37.6% | +12.9% | +24.6% | +25.5% |
| 1Y | +35.5% | +19.4% | +16.1% | +18.3% |
| 3Y | +91.1% | +78.5% | +12.6% | +21.5% |
| 5Y | +200.0% | +81.8% | +118.2% | +85.2% |
| All | +200.0% | +81.8% | +118.2% | +85.2% |
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