+629.7%
AMZN vs ALB
+34.3%
+595.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.4% |
| 7D | +8.0% | +5.3% | +2.8% | +6.9% |
| 30D | +3.2% | -6.3% | +9.5% | +4.5% |
| 3M | -2.6% | -27.4% | +24.8% | +3.6% |
| 6M | -0.7% | -53.1% | +52.4% | +15.2% |
| YTD | +17.4% | -32.3% | +49.7% | +23.4% |
| 1Y | +9.0% | -7.3% | +16.3% | +6.4% |
| 3Y | +88.7% | -14.9% | +103.6% | +73.2% |
| 5Y | +55.6% | -62.0% | +117.6% | +68.3% |
| 10Y | +629.7% | +33.0% | +596.7% | +441.4% |
| All | +629.7% | +34.3% | +595.4% | +441.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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