+85.9%
AMZN vs DRI
+56.7%
+29.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | +0.8% | -1.2% | +2.0% | +1.0% |
| 30D | -6.4% | -0.4% | -6.0% | -6.4% |
| 3M | +4.8% | +9.5% | -4.7% | +2.3% |
| 6M | +20.5% | +6.5% | +14.1% | +18.3% |
| YTD | +11.3% | +18.4% | -7.1% | +5.8% |
| 1Y | +9.0% | +4.2% | +4.7% | +7.0% |
| 3Y | +85.9% | +57.1% | +28.8% | +60.6% |
| All | +85.9% | +56.7% | +29.2% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling