+6,742.9%
AMZN vs A
+543.3%
+6,199.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.9% |
| 3M | +0.6% | +16.7% | -16.1% | -6.0% |
| 6M | -1.3% | +54.8% | -56.1% | -18.7% |
| YTD | +15.5% | +28.8% | -13.3% | +2.1% |
| 1Y | +12.2% | +19.3% | -7.1% | +2.2% |
| 3Y | +87.0% | +65.5% | +21.5% | +45.4% |
| 5Y | +51.3% | +12.1% | +39.2% | +36.9% |
| 10Y | +621.7% | +305.4% | +316.3% | +282.2% |
| All | +6,742.9% | +543.3% | +6,199.6% | +2,472.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling