+76.4%
AMZN vs BE
+1,704.8%
-1,628.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.6% |
| 7D | -1.0% | +23.9% | -24.9% | -2.5% |
| 30D | -9.2% | +27.8% | -37.1% | -10.9% |
| 3M | +3.4% | +3.7% | -0.4% | +1.8% |
| 6M | +18.2% | +78.0% | -59.7% | +11.4% |
| YTD | +9.3% | +209.9% | -200.6% | -1.1% |
| 1Y | +5.9% | +389.6% | -383.7% | -7.6% |
| All | +76.4% | +1,704.8% | -1,628.4% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling