+555.5%
AMZN vs B
+186.6%
+368.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | +0.8% | +2.3% | -1.5% | +0.5% |
| 30D | -6.4% | +1.4% | -7.7% | -6.7% |
| 3M | +4.8% | +12.2% | -7.4% | +2.9% |
| 6M | +20.5% | -2.1% | +22.6% | +20.1% |
| YTD | +11.3% | +2.9% | +8.4% | +9.9% |
| 1Y | +9.0% | +55.3% | -46.3% | +1.4% |
| 3Y | +85.9% | +198.7% | -112.8% | +55.7% |
| 5Y | +45.8% | +153.8% | -108.0% | +23.1% |
| 10Y | +555.5% | +193.4% | +362.1% | +458.0% |
| All | +555.5% | +186.6% | +368.9% | +458.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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