+45.2%
AMZN vs BR
+7.7%
+37.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -2.7% | -6.0% | +3.3% | +0.4% |
| 30D | -7.5% | -0.9% | -6.6% | -7.2% |
| 3M | +5.8% | +16.4% | -10.5% | -3.4% |
| 6M | +17.5% | -8.2% | +25.7% | +22.3% |
| YTD | +9.1% | -23.2% | +32.3% | +26.6% |
| 1Y | +9.4% | -30.9% | +40.3% | +35.6% |
| 3Y | +82.2% | -5.0% | +87.2% | +75.0% |
| 5Y | +45.2% | +8.8% | +36.5% | +9.7% |
| All | +45.2% | +7.7% | +37.5% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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