+553.0%
AMZN vs DIA
+250.4%
+302.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | -2.7% | -3.0% | +0.3% | +0.2% |
| 30D | -7.5% | -3.0% | -4.5% | -4.7% |
| 3M | +5.8% | +4.5% | +1.3% | +1.5% |
| 6M | +17.5% | +9.8% | +7.7% | +7.6% |
| YTD | +9.1% | +9.3% | -0.2% | +0.1% |
| 1Y | +9.4% | +16.0% | -6.6% | -5.2% |
| 3Y | +82.2% | +57.7% | +24.5% | +20.0% |
| 5Y | +45.2% | +63.8% | -18.5% | -5.4% |
| All | +553.0% | +250.4% | +302.6% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling