+263,909.3%
AMZN vs DE
+4,743.6%
+259,165.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | -3.0% | +10.0% | -13.0% | -6.2% |
| 30D | -5.2% | +13.3% | -18.5% | -9.5% |
| 3M | +1.9% | +17.5% | -15.6% | -4.6% |
| 6M | +19.2% | +13.6% | +5.7% | +12.3% |
| YTD | +12.0% | +49.8% | -37.8% | -5.1% |
| 1Y | +9.7% | +47.9% | -38.2% | -6.9% |
| 3Y | +87.2% | +72.5% | +14.6% | +47.8% |
| 5Y | +48.7% | +90.2% | -41.6% | +10.7% |
| 10Y | +569.3% | +865.4% | -296.0% | +156.4% |
| All | +263,909.3% | +4,743.6% | +259,165.7% | +54,974.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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