+7.9%
AMZN vs ALL
+28.8%
-21.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.8% |
| 7D | +0.8% | -1.7% | +2.5% | +0.6% |
| 30D | -6.4% | -4.7% | -1.7% | -6.9% |
| 3M | +4.8% | +18.4% | -13.6% | +6.7% |
| 6M | +20.5% | +20.5% | 0.0% | +22.7% |
| YTD | +11.3% | +23.5% | -12.2% | +14.2% |
| All | +7.9% | +28.8% | -21.0% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling