+553.0%
AMZN vs ADI
+634.8%
-81.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.3% |
| 7D | -2.7% | +1.3% | -4.0% | -3.3% |
| 30D | -7.5% | -6.0% | -1.5% | -5.0% |
| 3M | +5.8% | -7.7% | +13.6% | +8.2% |
| 6M | +17.5% | +14.0% | +3.6% | +7.3% |
| YTD | +9.1% | +34.4% | -25.3% | -8.4% |
| 1Y | +9.4% | +48.0% | -38.6% | -12.8% |
| 3Y | +82.2% | +113.3% | -31.1% | +16.1% |
| 5Y | +45.2% | +131.1% | -85.9% | -11.7% |
| All | +553.0% | +634.8% | -81.8% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ADI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling