+555.5%
AMZN vs D
+35.9%
+519.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +0.8% | +0.8% | 0.0% | +0.7% |
| 30D | -6.4% | -0.7% | -5.6% | -6.3% |
| 3M | +4.8% | +2.1% | +2.7% | +4.3% |
| 6M | +20.5% | +6.8% | +13.7% | +19.1% |
| YTD | +11.3% | +16.5% | -5.2% | +8.4% |
| 1Y | +9.0% | +19.2% | -10.2% | +5.5% |
| 3Y | +85.9% | +61.9% | +24.0% | +66.9% |
| 5Y | +45.8% | +6.5% | +39.2% | +43.7% |
| 10Y | +555.5% | +35.3% | +520.2% | +498.0% |
| All | +555.5% | +35.9% | +519.6% | +498.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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