+89.9%
AMZN vs DAR
+21.9%
+68.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.7% | +2.4% |
| 7D | +8.7% | -2.8% | +11.4% | +9.0% |
| 30D | +1.7% | -12.8% | +14.5% | +3.2% |
| 3M | -2.8% | -11.6% | +8.8% | -1.8% |
| 6M | -2.1% | -16.8% | +14.7% | -0.5% |
| YTD | +15.6% | +45.9% | -30.3% | +7.5% |
| 1Y | +9.2% | +61.5% | -52.3% | -0.2% |
| 3Y | +89.9% | +23.0% | +66.9% | +73.0% |
| All | +89.9% | +21.9% | +68.0% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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