+53.3%
AMZN vs BE
+528.7%
-475.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +13.0% | -14.7% | -3.2% |
| 7D | +0.1% | +4.5% | -4.5% | -0.8% |
| 30D | +2.6% | -20.1% | +22.7% | +4.6% |
| 3M | -2.2% | -0.8% | -1.4% | -3.5% |
| 6M | -1.0% | -26.2% | +25.2% | -1.0% |
| YTD | +15.3% | +141.1% | -125.8% | -3.4% |
| 1Y | +6.9% | +64.8% | -58.0% | -7.0% |
| 3Y | +85.4% | +1,887.4% | -1,802.0% | -3.4% |
| 5Y | +53.3% | +518.1% | -464.8% | -8.3% |
| All | +53.3% | +528.7% | -475.4% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling