+87.6%
AMZN vs BEN
+85.5%
+2.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.9% |
| 7D | +2.8% | +11.3% | -8.6% | -1.2% |
| 30D | +3.4% | +15.0% | -11.6% | -1.7% |
| 3M | +0.1% | +7.8% | -7.8% | -2.8% |
| 6M | +0.6% | +15.5% | -14.9% | -4.6% |
| YTD | +15.9% | +55.4% | -39.5% | -1.0% |
| 1Y | +9.5% | +63.3% | -53.8% | -8.0% |
| All | +87.6% | +85.5% | +2.0% | +44.1% |
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