+9.7%
AMZN vs BTG
+38.4%
-28.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | -0.1% |
| 7D | -3.0% | -0.9% | -2.1% | -3.0% |
| 30D | -5.2% | +36.8% | -42.0% | -6.1% |
| 3M | +1.9% | +23.1% | -21.2% | +1.1% |
| 6M | +19.2% | +3.5% | +15.8% | +17.6% |
| YTD | +12.0% | +25.5% | -13.5% | +13.2% |
| 1Y | +9.7% | +40.1% | -30.4% | +14.1% |
| All | +9.7% | +38.4% | -28.7% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling