+641.7%
AMZN vs A
+302.9%
+338.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +2.8% | -0.5% | +3.3% | +3.0% |
| 30D | +5.0% | 0.0% | +5.0% | +4.8% |
| 3M | +0.6% | +16.7% | -16.1% | -6.9% |
| 6M | -1.3% | +54.8% | -56.1% | -21.3% |
| YTD | +15.5% | +28.8% | -13.3% | +0.2% |
| 1Y | +12.2% | +19.3% | -7.1% | +1.1% |
| 3Y | +87.0% | +65.5% | +21.5% | +36.3% |
| 5Y | +51.3% | +12.1% | +39.2% | +33.2% |
| All | +641.7% | +302.9% | +338.8% | +266.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling