+565.7%
AMZN vs BTG
+159.3%
+406.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.6% | +1.9% |
| 7D | -0.7% | -3.8% | +3.1% | -0.4% |
| 30D | -3.9% | +3.6% | -7.6% | -4.3% |
| 3M | +6.3% | +32.0% | -25.7% | +3.7% |
| 6M | +20.8% | +3.4% | +17.4% | +19.7% |
| YTD | +11.2% | +20.8% | -9.5% | +8.5% |
| 1Y | +11.7% | +22.4% | -10.7% | +8.2% |
| 3Y | +79.4% | +91.7% | -12.3% | +64.3% |
| 5Y | +48.0% | +79.0% | -31.0% | +35.5% |
| All | +565.7% | +159.3% | +406.4% | +518.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling