+263,909.3%
AMZN vs D
+1,233.2%
+262,676.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | +0.2% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | -5.2% | -3.6% | -1.6% | -4.3% |
| 3M | +1.9% | -1.0% | +2.9% | +1.9% |
| 6M | +19.2% | +6.3% | +12.9% | +16.8% |
| YTD | +12.0% | +14.7% | -2.7% | +7.2% |
| 1Y | +9.7% | +16.9% | -7.3% | +4.1% |
| 3Y | +87.2% | +56.8% | +30.4% | +59.0% |
| 5Y | +48.7% | +5.2% | +43.5% | +41.9% |
| 10Y | +569.3% | +35.9% | +533.5% | +460.3% |
| All | +263,909.3% | +1,233.2% | +262,676.2% | +104,613.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling