+629.7%
AMZN vs ALL
+372.0%
+257.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +0.8% |
| 7D | +8.0% | -0.1% | +8.2% | +8.1% |
| 30D | +3.2% | +13.8% | -10.6% | +0.1% |
| 3M | -2.6% | -2.8% | +0.2% | -2.2% |
| 6M | -0.7% | +23.7% | -24.3% | -6.3% |
| YTD | +17.4% | +27.3% | -9.9% | +9.6% |
| 1Y | +9.0% | +30.5% | -21.5% | +1.1% |
| 3Y | +88.7% | +113.0% | -24.3% | +49.7% |
| 5Y | +55.6% | +157.6% | -102.0% | +15.1% |
| 10Y | +629.7% | +368.4% | +261.4% | +357.0% |
| All | +629.7% | +372.0% | +257.8% | +357.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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