+643.8%
AMZN vs ACWI
+225.4%
+418.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +1.2% |
| 7D | +2.8% | +2.7% | +0.1% | -0.5% |
| 30D | +3.4% | -2.6% | +6.0% | +6.8% |
| 3M | +0.1% | -3.2% | +3.2% | +4.1% |
| 6M | +0.6% | +1.9% | -1.3% | -1.6% |
| YTD | +15.9% | +11.3% | +4.5% | +1.7% |
| 1Y | +9.5% | +11.7% | -2.1% | -4.1% |
| 3Y | +86.3% | +74.4% | +11.9% | -2.4% |
| 5Y | +51.7% | +59.5% | -7.7% | -10.4% |
| All | +643.8% | +225.4% | +418.5% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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