+76.0%
AMZN vs BTG
+94.1%
-18.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | -0.1% |
| 7D | -2.7% | -5.5% | +2.8% | -2.5% |
| 30D | -7.5% | +6.1% | -13.6% | -7.8% |
| 3M | +5.8% | +38.6% | -32.8% | +4.1% |
| 6M | +17.5% | +0.7% | +16.8% | +16.8% |
| YTD | +9.1% | +20.3% | -11.2% | +7.9% |
| 1Y | +9.4% | +25.0% | -15.7% | +7.0% |
| All | +76.0% | +94.1% | -18.1% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling