+7.5%
AMZN vs B
+24.4%
-16.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.3% |
| 7D | +8.7% | +11.3% | -2.7% | +6.8% |
| 30D | +1.7% | +2.9% | -1.2% | +1.0% |
| 3M | -2.8% | -2.9% | +0.1% | -3.0% |
| 6M | -2.1% | -1.2% | -0.9% | -2.6% |
| YTD | +15.6% | -1.3% | +17.0% | +13.0% |
| All | +7.5% | +24.4% | -16.9% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling