+263,909.3%
AMZN vs DRI
+8,662.1%
+255,247.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | 0.0% |
| 7D | -3.0% | +0.6% | -3.6% | -3.2% |
| 30D | -5.2% | +3.8% | -9.0% | -6.3% |
| 3M | +1.9% | +13.0% | -11.2% | -2.4% |
| 6M | +19.2% | +8.3% | +10.9% | +15.5% |
| YTD | +12.0% | +20.6% | -8.6% | +4.6% |
| 1Y | +9.7% | +6.5% | +3.2% | +6.1% |
| 3Y | +87.2% | +53.7% | +33.5% | +59.7% |
| 5Y | +48.7% | +72.7% | -24.0% | +22.2% |
| 10Y | +569.3% | +363.2% | +206.2% | +249.7% |
| All | +263,909.3% | +8,662.1% | +255,247.3% | +53,900.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling