+641.7%
AMZN vs AG
+76.0%
+565.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | +2.8% | -10.0% | +12.8% | +3.8% |
| 30D | +5.0% | -10.5% | +15.4% | +6.0% |
| 3M | +0.6% | -27.3% | +27.8% | +3.2% |
| 6M | -1.3% | -43.0% | +41.7% | +3.1% |
| YTD | +15.5% | -17.9% | +33.4% | +15.3% |
| 1Y | +12.2% | +11.9% | +0.3% | +8.6% |
| 3Y | +87.0% | +201.8% | -114.8% | +58.9% |
| 5Y | +51.3% | -0.1% | +51.4% | +37.8% |
| All | +641.7% | +76.0% | +565.7% | +546.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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