+5.9%
AMZN vs ED
+15.3%
-9.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -2.1% |
| 7D | -1.0% | -0.2% | -0.8% | -1.1% |
| 30D | -9.2% | +1.9% | -11.2% | -8.3% |
| 3M | +3.4% | +1.9% | +1.5% | +4.6% |
| 6M | +18.2% | -2.3% | +20.5% | +17.1% |
| YTD | +9.3% | +10.9% | -1.5% | +18.6% |
| 1Y | +5.9% | +14.5% | -8.6% | +18.8% |
| All | +5.9% | +15.3% | -9.4% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling