+50.4%
AMZN vs DOW
-28.2%
+78.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +2.8% | +5.2% | -2.4% | +1.5% |
| 30D | +5.0% | +13.2% | -8.2% | +1.4% |
| 3M | +0.6% | +10.1% | -9.5% | -2.5% |
| 6M | -1.3% | -13.1% | +11.8% | +1.9% |
| YTD | +15.5% | +46.1% | -30.6% | -3.3% |
| 1Y | +12.2% | +50.0% | -37.8% | -7.3% |
| 3Y | +87.0% | -20.2% | +107.3% | +93.1% |
| All | +50.4% | -28.2% | +78.6% | +67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling