+553.0%
AMZN vs DRI
+348.7%
+204.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.7% | -4.8% | +2.1% | -1.7% |
| 30D | -7.5% | -5.2% | -2.3% | -6.5% |
| 3M | +5.8% | +2.7% | +3.1% | +4.9% |
| 6M | +17.5% | +3.6% | +13.9% | +16.1% |
| YTD | +9.1% | +15.4% | -6.3% | +5.1% |
| 1Y | +9.4% | +1.3% | +8.1% | +8.1% |
| 3Y | +82.2% | +53.1% | +29.1% | +64.1% |
| 5Y | +45.2% | +64.6% | -19.3% | +28.1% |
| All | +553.0% | +348.7% | +204.3% | +443.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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