+187.0%
AMZN vs BE
+979.8%
-792.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +0.8% |
| 7D | +2.8% | +20.5% | -17.8% | +0.9% |
| 30D | +3.4% | -23.4% | +26.8% | +5.4% |
| 3M | +0.1% | -14.9% | +14.9% | +0.6% |
| 6M | +0.6% | -28.1% | +28.7% | +1.0% |
| YTD | +15.9% | +132.4% | -116.5% | +2.3% |
| 1Y | +9.5% | +59.4% | -49.8% | -0.7% |
| 3Y | +86.3% | +1,815.8% | -1,729.6% | +24.1% |
| 5Y | +51.7% | +491.3% | -439.6% | +8.9% |
| All | +187.0% | +979.8% | -792.8% | +84.3% |
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