+186.2%
AMZN vs BE
+926.7%
-740.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.2% |
| 7D | +2.8% | +10.8% | -8.0% | +1.7% |
| 30D | +5.0% | -19.8% | +24.7% | +6.5% |
| 3M | +0.6% | -18.7% | +19.3% | +1.5% |
| 6M | -1.3% | -33.7% | +32.5% | -0.2% |
| YTD | +15.5% | +121.0% | -105.4% | +2.5% |
| 1Y | +12.2% | +85.4% | -73.2% | +0.5% |
| 3Y | +87.0% | +1,709.5% | -1,622.5% | +25.2% |
| 5Y | +51.3% | +462.2% | -410.9% | +9.1% |
| All | +186.2% | +926.7% | -740.5% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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