+85.9%
AMZN vs AG
+272.3%
-186.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.5% |
| 7D | +0.8% | +4.5% | -3.7% | +0.4% |
| 30D | -6.4% | +12.9% | -19.2% | -7.4% |
| 3M | +4.8% | +20.9% | -16.2% | +2.8% |
| 6M | +20.5% | -19.5% | +40.1% | +21.6% |
| YTD | +11.3% | +24.8% | -13.5% | +7.6% |
| 1Y | +9.0% | +120.2% | -111.3% | -0.2% |
| 3Y | +85.9% | +279.0% | -193.1% | +59.6% |
| All | +85.9% | +272.3% | -186.4% | +59.6% |
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