+88.7%
AMZN vs A
+68.9%
+19.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.7% | +1.9% |
| 7D | +8.0% | +1.4% | +6.7% | +7.6% |
| 30D | +3.2% | +4.3% | -1.1% | +1.9% |
| 3M | -2.6% | +19.8% | -22.4% | -8.0% |
| 6M | -0.7% | +54.4% | -55.0% | -14.3% |
| YTD | +17.4% | +31.7% | -14.4% | +7.0% |
| 1Y | +9.0% | +22.4% | -13.4% | +2.1% |
| 3Y | +88.7% | +67.7% | +21.0% | +70.3% |
| All | +88.7% | +68.9% | +19.8% | +70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling