+107,573.5%
AMZN vs DIA
+1,122.5%
+106,451.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +2.8% | +2.1% | +0.7% | +0.4% |
| 30D | +5.0% | +1.5% | +3.5% | +3.2% |
| 3M | +0.6% | -2.4% | +3.0% | +3.5% |
| 6M | -1.3% | +6.0% | -7.2% | -7.5% |
| YTD | +15.5% | +10.1% | +5.5% | +3.5% |
| 1Y | +12.2% | +11.8% | +0.4% | -1.3% |
| 3Y | +87.0% | +59.7% | +27.3% | +10.6% |
| 5Y | +51.3% | +57.9% | -6.6% | -6.6% |
| 10Y | +621.7% | +236.2% | +385.4% | +71.4% |
| All | +107,573.5% | +1,122.5% | +106,451.1% | +5,359.6% |
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