+55.6%
AMZN vs A
+15.8%
+39.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.7% | +2.0% |
| 7D | +8.0% | +1.4% | +6.7% | +7.4% |
| 30D | +3.2% | +4.3% | -1.1% | +1.3% |
| 3M | -2.6% | +19.8% | -22.4% | -10.4% |
| 6M | -0.7% | +54.4% | -55.0% | -19.7% |
| YTD | +17.4% | +31.7% | -14.4% | +2.0% |
| 1Y | +9.0% | +22.4% | -13.4% | -1.9% |
| 3Y | +88.7% | +67.7% | +21.0% | +35.5% |
| 5Y | +55.6% | +15.7% | +39.8% | +31.0% |
| All | +55.6% | +15.8% | +39.8% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling