+85.9%
AMZN vs BN
+79.0%
+6.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.6% |
| 7D | +0.8% | -1.2% | +2.0% | +1.4% |
| 30D | -6.4% | -10.9% | +4.5% | -1.2% |
| 3M | +4.8% | -11.1% | +15.9% | +10.6% |
| 6M | +20.5% | -4.4% | +24.9% | +22.4% |
| YTD | +11.3% | -14.1% | +25.5% | +18.3% |
| 1Y | +9.0% | -11.1% | +20.0% | +13.5% |
| 3Y | +85.9% | +75.6% | +10.3% | +49.1% |
| All | +85.9% | +79.0% | +6.9% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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