+6,238.5%
AMZN vs BTG
+385.9%
+5,852.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -1.9% |
| 7D | -1.0% | +2.4% | -3.4% | -1.1% |
| 30D | -9.2% | +9.5% | -18.7% | -9.7% |
| 3M | +3.4% | +38.5% | -35.1% | +1.4% |
| 6M | +18.2% | +5.6% | +12.6% | +17.4% |
| YTD | +9.3% | +23.9% | -14.6% | +7.5% |
| 1Y | +5.9% | +32.1% | -26.2% | +3.5% |
| 3Y | +82.6% | +103.2% | -20.6% | +72.9% |
| 5Y | +44.9% | +79.7% | -34.8% | +37.5% |
| 10Y | +564.1% | +159.1% | +405.0% | +514.7% |
| All | +6,238.5% | +385.9% | +5,852.7% | +5,956.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling