+196.7%
AMZN vs DOW
-5.5%
+202.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +2.8% | +5.2% | -2.4% | +1.7% |
| 30D | +5.0% | +13.2% | -8.2% | +1.9% |
| 3M | +0.6% | +10.1% | -9.5% | -2.0% |
| 6M | -1.3% | -13.1% | +11.8% | +1.1% |
| YTD | +15.5% | +46.1% | -30.6% | +1.8% |
| 1Y | +12.2% | +50.0% | -37.8% | -1.9% |
| 3Y | +87.0% | -20.2% | +107.3% | +87.3% |
| 5Y | +51.3% | -27.7% | +79.0% | +54.7% |
| All | +196.7% | -5.5% | +202.2% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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