+273,029.3%
AMZN vs BWA
+1,228.2%
+271,801.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +2.8% | +7.3% | -4.5% | +0.1% |
| 30D | +3.4% | -15.8% | +19.2% | +10.0% |
| 3M | +0.1% | -25.7% | +25.8% | +11.0% |
| 6M | +0.6% | -19.6% | +20.2% | +7.3% |
| YTD | +15.9% | +14.1% | +1.8% | +5.9% |
| 1Y | +9.5% | +12.2% | -2.6% | +0.6% |
| 3Y | +86.3% | +63.8% | +22.5% | +43.9% |
| 5Y | +51.7% | +28.7% | +23.0% | +25.4% |
| 10Y | +623.8% | +95.8% | +528.0% | +349.3% |
| All | +273,029.3% | +1,228.2% | +271,801.1% | +52,267.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling