+50.4%
AMZN vs ACWI
+58.7%
-8.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +2.8% | +2.4% | +0.4% | -0.9% |
| 30D | +5.0% | -1.7% | +6.6% | +7.6% |
| 3M | +0.6% | -3.9% | +4.5% | +6.7% |
| 6M | -1.3% | +0.8% | -2.1% | -2.7% |
| YTD | +15.5% | +11.0% | +4.5% | -2.2% |
| 1Y | +12.2% | +13.1% | -0.8% | -7.6% |
| 3Y | +87.0% | +73.9% | +13.1% | -21.7% |
| All | +50.4% | +58.7% | -8.3% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling