+104,282.7%
AMZN vs DIA
+1,144.9%
+103,137.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | +0.5% |
| 7D | -3.0% | -0.2% | -2.8% | -2.7% |
| 30D | -5.2% | -1.5% | -3.7% | -3.5% |
| 3M | +1.9% | +3.8% | -1.9% | -2.3% |
| 6M | +19.2% | +10.3% | +9.0% | +6.7% |
| YTD | +12.0% | +12.1% | -0.1% | -1.8% |
| 1Y | +9.7% | +18.6% | -9.0% | -9.8% |
| 3Y | +87.2% | +60.6% | +26.5% | +10.1% |
| 5Y | +48.7% | +64.4% | -15.8% | -12.4% |
| 10Y | +569.3% | +250.1% | +319.2% | +51.4% |
| All | +104,282.7% | +1,144.9% | +103,137.8% | +5,081.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling