+3,910.8%
AMZN vs DG
+614.5%
+3,296.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | +2.8% | +0.3% | +2.5% | +2.8% |
| 30D | +5.0% | +3.2% | +1.7% | +4.2% |
| 3M | +0.6% | +10.4% | -9.8% | -1.6% |
| 6M | -1.3% | +33.2% | -34.4% | -6.8% |
| YTD | +15.5% | +3.0% | +12.6% | +13.7% |
| 1Y | +12.2% | +31.2% | -19.0% | +5.2% |
| 3Y | +87.0% | +21.8% | +65.2% | +69.2% |
| 5Y | +51.3% | -35.0% | +86.3% | +61.1% |
| 10Y | +621.7% | +106.0% | +515.6% | +469.9% |
| All | +3,910.8% | +614.5% | +3,296.3% | +2,144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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