+49.3%
AMZN vs DAR
-37.0%
+86.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.7% | +1.9% |
| 7D | +8.7% | -2.8% | +11.4% | +9.3% |
| 30D | +1.7% | -12.8% | +14.5% | +4.7% |
| 3M | -2.8% | -11.6% | +8.8% | -0.7% |
| 6M | -2.1% | -16.8% | +14.7% | +1.1% |
| YTD | +15.6% | +45.9% | -30.3% | +2.7% |
| 1Y | +9.2% | +61.5% | -52.3% | -5.8% |
| 3Y | +89.9% | +23.0% | +66.9% | +67.6% |
| 5Y | +49.3% | -35.8% | +85.1% | +59.9% |
| All | +49.3% | -37.0% | +86.3% | +59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling