+87.6%
AMZN vs BA
-15.7%
+103.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | +2.8% | -0.6% | +3.3% | +2.9% |
| 30D | +3.4% | -8.0% | +11.4% | +5.7% |
| 3M | +0.1% | -25.8% | +25.9% | +9.0% |
| 6M | +0.6% | -27.6% | +28.2% | +9.9% |
| YTD | +15.9% | -21.0% | +36.9% | +22.1% |
| 1Y | +9.5% | -12.3% | +21.8% | +11.2% |
| All | +87.6% | -15.7% | +103.3% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 3y: compounded portfolio wealth divided by compounded BA 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…
3y analysis · Full analysis span regression · 6 months rolling