+553.0%
AMZN vs BB
-0.1%
+553.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.2% |
| 7D | -2.7% | -2.1% | -0.6% | -2.4% |
| 30D | -7.5% | -16.0% | +8.6% | -5.0% |
| 3M | +5.8% | -14.5% | +20.3% | +7.2% |
| 6M | +17.5% | +118.6% | -101.0% | -0.4% |
| YTD | +9.1% | +98.9% | -89.8% | -6.0% |
| 1Y | +9.4% | +99.5% | -90.1% | -6.4% |
| 3Y | +82.2% | +65.4% | +16.9% | +53.2% |
| 5Y | +45.2% | -27.6% | +72.9% | +33.8% |
| All | +553.0% | -0.1% | +553.1% | +376.6% |
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