+555.5%
AMZN vs ACGL
+263.8%
+291.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.1% |
| 7D | +0.8% | -2.9% | +3.7% | +1.4% |
| 30D | -6.4% | -2.8% | -3.6% | -5.9% |
| 3M | +4.8% | +6.8% | -2.0% | +3.2% |
| 6M | +20.5% | -1.5% | +22.1% | +20.4% |
| YTD | +11.3% | -0.2% | +11.5% | +10.8% |
| 1Y | +9.0% | +5.3% | +3.7% | +7.0% |
| 3Y | +85.9% | +30.3% | +55.6% | +71.8% |
| 5Y | +45.8% | +151.8% | -106.0% | +13.5% |
| 10Y | +555.5% | +266.9% | +288.6% | +348.3% |
| All | +555.5% | +263.8% | +291.7% | +348.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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