+3,788.2%
AMZN vs DG
+606.1%
+3,182.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.4% |
| 7D | -3.0% | +8.4% | -11.4% | -4.4% |
| 30D | -5.2% | +4.9% | -10.1% | -6.1% |
| 3M | +1.9% | +29.3% | -27.5% | -3.1% |
| 6M | +19.2% | -11.3% | +30.5% | +21.1% |
| YTD | +12.0% | +1.8% | +10.2% | +10.8% |
| 1Y | +9.7% | +25.3% | -15.6% | +3.8% |
| 3Y | +87.2% | +9.1% | +78.1% | +74.3% |
| 5Y | +48.7% | -34.9% | +83.5% | +58.4% |
| 10Y | +569.3% | +108.2% | +461.2% | +427.6% |
| All | +3,788.2% | +606.1% | +3,182.2% | +2,086.9% |
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