+553.0%
AMZN vs BWA
+153.1%
+399.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -7.5% | -5.5% | -2.0% | -6.3% |
| 3M | +5.8% | -7.6% | +13.4% | +7.5% |
| 6M | +17.5% | +25.0% | -7.4% | +9.6% |
| YTD | +9.1% | +47.0% | -37.8% | -4.1% |
| 1Y | +9.4% | +54.0% | -44.6% | -5.5% |
| 3Y | +82.2% | +70.7% | +11.5% | +49.0% |
| 5Y | +45.2% | +86.7% | -41.5% | +13.4% |
| All | +553.0% | +153.1% | +399.9% | +344.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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