+45.8%
AMZN vs BIL
+19.4%
+26.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -6.4% | +0.3% | -6.7% | -6.8% |
| 3M | +4.8% | +0.9% | +3.9% | +4.1% |
| 6M | +20.5% | +1.8% | +18.7% | +19.1% |
| YTD | +11.3% | +2.5% | +8.9% | +9.1% |
| 1Y | +9.0% | +3.7% | +5.3% | +4.8% |
| 3Y | +85.9% | +14.1% | +71.8% | +24.2% |
| 5Y | +45.8% | +19.4% | +26.4% | -11.0% |
| All | +45.8% | +19.4% | +26.4% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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