+641.7%
AMZN vs B
+216.6%
+425.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +2.8% | -7.3% | +10.2% | +3.8% |
| 30D | +5.0% | -3.3% | +8.3% | +5.4% |
| 3M | +0.6% | -7.8% | +8.3% | +1.4% |
| 6M | -1.3% | -15.5% | +14.3% | +0.4% |
| YTD | +15.5% | -12.3% | +27.8% | +16.2% |
| 1Y | +12.2% | +5.4% | +6.9% | +10.2% |
| 3Y | +87.0% | +165.5% | -78.5% | +58.6% |
| 5Y | +51.3% | +107.0% | -55.7% | +30.7% |
| All | +641.7% | +216.6% | +425.1% | +529.2% |
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