+257,148.5%
AMZN vs BNY
+1,298.4%
+255,850.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | -2.7% | -1.1% | -1.6% | -2.3% |
| 30D | -7.5% | +1.4% | -8.9% | -8.1% |
| 3M | +5.8% | +16.8% | -11.0% | -1.0% |
| 6M | +17.5% | +42.0% | -24.5% | +1.2% |
| YTD | +9.1% | +41.9% | -32.8% | -6.3% |
| 1Y | +9.4% | +59.2% | -49.8% | -10.6% |
| 3Y | +82.2% | +290.9% | -208.7% | +2.3% |
| 5Y | +45.2% | +259.0% | -213.8% | -16.4% |
| 10Y | +562.7% | +413.0% | +149.7% | +202.9% |
| All | +257,148.5% | +1,298.4% | +255,850.1% | +38,500.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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