+76.4%
AMZN vs BEN
+53.1%
+23.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.2% |
| 7D | -1.0% | +3.4% | -4.4% | -2.2% |
| 30D | -9.2% | +1.8% | -11.0% | -9.8% |
| 3M | +3.4% | +8.4% | -5.0% | +0.5% |
| 6M | +18.2% | +35.6% | -17.4% | +6.1% |
| YTD | +9.3% | +46.4% | -37.0% | -4.4% |
| 1Y | +5.9% | +46.3% | -40.4% | -7.5% |
| All | +76.4% | +53.1% | +23.3% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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