+42,060.8%
AMZN vs BG
+1,185.2%
+40,875.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.5% |
| 7D | +0.8% | +2.4% | -1.6% | +0.3% |
| 30D | -6.4% | +15.0% | -21.4% | -9.2% |
| 3M | +4.8% | -0.7% | +5.5% | +4.5% |
| 6M | +20.5% | +7.5% | +13.0% | +17.7% |
| YTD | +11.3% | +41.6% | -30.3% | +2.1% |
| 1Y | +9.0% | +50.7% | -41.7% | -1.8% |
| 3Y | +85.9% | +20.3% | +65.6% | +73.5% |
| 5Y | +45.8% | +85.2% | -39.5% | +21.7% |
| 10Y | +555.5% | +160.6% | +394.9% | +376.8% |
| All | +42,060.8% | +1,185.2% | +40,875.6% | +23,969.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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