+85.6%
AMZN vs D
+79.5%
+6.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | -0.5% |
| 7D | +7.9% | +3.0% | +4.9% | +8.2% |
| 30D | -0.2% | +11.5% | -11.7% | +1.0% |
| 3M | -4.8% | +3.7% | -8.5% | -4.2% |
| 6M | -5.7% | +13.5% | -19.2% | -4.4% |
| YTD | +12.3% | +20.7% | -8.4% | +14.8% |
| 1Y | +6.7% | +18.2% | -11.5% | +8.8% |
| 3Y | +85.6% | +73.3% | +12.3% | +88.7% |
| All | +85.6% | +79.5% | +6.0% | +88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling