+271,732.3%
AMZN vs B
+146.6%
+271,585.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.6% |
| 7D | +0.1% | -2.7% | +2.7% | +0.2% |
| 30D | +2.6% | -4.3% | +6.9% | +2.8% |
| 3M | -2.2% | -2.3% | +0.1% | -2.2% |
| 6M | -1.0% | -16.2% | +15.2% | -0.3% |
| YTD | +15.3% | -8.8% | +24.1% | +15.4% |
| 1Y | +6.9% | +11.4% | -4.5% | +5.7% |
| 3Y | +85.4% | +174.3% | -88.9% | +73.2% |
| 5Y | +53.3% | +116.2% | -62.9% | +44.4% |
| 10Y | +620.3% | +222.7% | +397.6% | +564.5% |
| All | +271,732.3% | +146.6% | +271,585.7% | +275,994.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling