+85.9%
AMZN vs DIA
+60.3%
+25.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.8% |
| 7D | +0.8% | +0.1% | +0.8% | +0.7% |
| 30D | -6.4% | -2.1% | -4.3% | -3.9% |
| 3M | +4.8% | +4.2% | +0.6% | -0.4% |
| 6M | +20.5% | +11.9% | +8.6% | +4.6% |
| YTD | +11.3% | +10.8% | +0.5% | -2.6% |
| 1Y | +9.0% | +17.5% | -8.6% | -11.7% |
| 3Y | +85.9% | +59.9% | +26.0% | +5.1% |
| All | +85.9% | +60.3% | +25.6% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling