+89.9%
AMZN vs AG
+232.7%
-142.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.7% | +2.5% |
| 7D | +8.7% | +10.8% | -2.2% | +7.7% |
| 30D | +1.7% | -8.2% | +9.9% | +2.3% |
| 3M | -2.8% | -13.7% | +10.9% | -1.9% |
| 6M | -2.1% | -27.3% | +25.2% | -0.3% |
| YTD | +15.6% | -4.6% | +20.2% | +13.9% |
| 1Y | +9.2% | +39.4% | -30.1% | +4.0% |
| 3Y | +89.9% | +244.1% | -154.3% | +62.4% |
| All | +89.9% | +232.7% | -142.8% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling