+553.0%
AMZN vs A
+247.2%
+305.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.3% |
| 7D | -2.7% | -4.6% | +1.9% | -0.6% |
| 30D | -7.5% | -4.3% | -3.2% | -5.8% |
| 3M | +5.8% | +8.9% | -3.1% | +0.9% |
| 6M | +17.5% | +24.5% | -7.0% | +3.7% |
| YTD | +9.1% | +5.8% | +3.3% | +4.1% |
| 1Y | +9.4% | +16.2% | -6.9% | -1.0% |
| 3Y | +82.2% | +28.5% | +53.8% | +50.3% |
| 5Y | +45.2% | -16.3% | +61.5% | +47.2% |
| All | +553.0% | +247.2% | +305.8% | +244.3% |
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