+263,909.3%
AMZN vs BEN
+621.1%
+263,288.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -1.9% |
| 7D | -3.0% | +0.2% | -3.2% | -3.1% |
| 30D | -5.2% | -0.5% | -4.6% | -5.0% |
| 3M | +1.9% | +9.7% | -7.9% | -2.9% |
| 6M | +19.2% | +33.9% | -14.7% | +2.4% |
| YTD | +12.0% | +49.0% | -37.0% | -9.0% |
| 1Y | +9.7% | +42.1% | -32.4% | -9.2% |
| 3Y | +87.2% | +51.9% | +35.3% | +44.0% |
| 5Y | +48.7% | +39.0% | +9.6% | +18.0% |
| 10Y | +569.3% | +57.9% | +511.5% | +326.0% |
| All | +263,909.3% | +621.1% | +263,288.2% | +37,192.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling