+591.6%
AMZN vs D
+42.1%
+549.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.5% | +3.0% |
| 7D | +8.7% | +0.8% | +7.9% | +8.6% |
| 30D | +1.7% | +10.7% | -9.0% | +0.2% |
| 3M | -2.8% | +2.3% | -5.0% | -3.1% |
| 6M | -2.1% | +12.5% | -14.6% | -4.0% |
| YTD | +15.6% | +20.1% | -4.4% | +12.2% |
| 1Y | +9.2% | +15.6% | -6.3% | +6.5% |
| 3Y | +89.9% | +75.2% | +14.7% | +68.5% |
| 5Y | +49.3% | +14.6% | +34.7% | +45.6% |
| 10Y | +591.6% | +43.8% | +547.9% | +528.9% |
| All | +591.6% | +42.1% | +549.5% | +528.9% |
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