+643.8%
AMZN vs BB
+24.8%
+619.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.5% | +1.0% |
| 7D | +2.8% | +9.0% | -6.2% | +1.3% |
| 30D | +3.4% | +7.7% | -4.2% | +1.9% |
| 3M | +0.1% | +4.0% | -3.9% | -1.4% |
| 6M | +0.6% | +46.6% | -46.0% | -8.3% |
| YTD | +15.9% | +140.6% | -124.8% | -3.8% |
| 1Y | +9.5% | +103.1% | -93.6% | -6.7% |
| 3Y | +86.3% | +150.5% | -64.3% | +45.7% |
| 5Y | +51.7% | -15.4% | +67.1% | +35.7% |
| All | +643.8% | +24.8% | +619.1% | +429.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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