+591.6%
AMZN vs B
+183.2%
+408.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.4% |
| 7D | +8.7% | +11.3% | -2.7% | +7.1% |
| 30D | +1.7% | +2.9% | -1.2% | +1.3% |
| 3M | -2.8% | -2.9% | +0.1% | -2.6% |
| 6M | -2.1% | -1.2% | -0.9% | -2.6% |
| YTD | +15.6% | -1.3% | +17.0% | +14.6% |
| 1Y | +9.2% | +30.4% | -21.2% | +4.2% |
| 3Y | +89.9% | +195.3% | -105.4% | +58.3% |
| 5Y | +49.3% | +146.2% | -96.9% | +25.9% |
| 10Y | +591.6% | +200.5% | +391.2% | +488.6% |
| All | +591.6% | +183.2% | +408.4% | +488.6% |
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