+564.1%
AMZN vs ALL
+359.1%
+205.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.0% | -2.2% | +1.2% | -0.5% |
| 30D | -9.2% | -5.6% | -3.7% | -8.0% |
| 3M | +3.4% | +17.2% | -13.9% | -0.9% |
| 6M | +18.2% | +23.2% | -5.0% | +11.7% |
| YTD | +9.3% | +23.6% | -14.3% | +3.0% |
| 1Y | +5.9% | +29.2% | -23.2% | -1.6% |
| 3Y | +82.6% | +153.8% | -71.2% | +37.2% |
| 5Y | +44.9% | +116.1% | -71.2% | +12.8% |
| 10Y | +564.1% | +364.8% | +199.3% | +307.5% |
| All | +564.1% | +359.1% | +205.0% | +307.5% |
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