+170.3%
AMZN vs BE
+1,282.3%
-1,112.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.2% |
| 7D | -2.7% | +9.7% | -12.4% | -3.6% |
| 30D | -7.5% | +22.4% | -29.9% | -9.4% |
| 3M | +5.8% | +10.4% | -4.5% | +3.2% |
| 6M | +17.5% | +67.9% | -50.3% | +8.9% |
| YTD | +9.1% | +197.5% | -188.4% | -5.0% |
| 1Y | +9.4% | +310.6% | -301.2% | -9.3% |
| 3Y | +82.2% | +1,657.2% | -1,575.0% | +23.4% |
| 5Y | +45.2% | +1,218.2% | -1,172.9% | -1.6% |
| All | +170.3% | +1,282.3% | -1,112.0% | +71.0% |
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