+263,909.3%
AMZN vs BBWI
+809.2%
+263,100.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -1.0% |
| 7D | -3.0% | +1.5% | -4.5% | -3.4% |
| 30D | -5.2% | -5.2% | 0.0% | -4.2% |
| 3M | +1.9% | +11.1% | -9.2% | -2.2% |
| 6M | +19.2% | -13.4% | +32.6% | +21.5% |
| YTD | +12.0% | +0.1% | +11.9% | +8.6% |
| 1Y | +9.7% | -36.1% | +45.8% | +19.1% |
| 3Y | +87.2% | -44.1% | +131.3% | +99.0% |
| 5Y | +48.7% | -66.2% | +114.9% | +75.9% |
| 10Y | +569.3% | -54.8% | +624.1% | +467.7% |
| All | +263,909.3% | +809.2% | +263,100.1% | +31,671.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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