+263,909.3%
AMZN vs ED
+1,288.9%
+262,620.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | +0.2% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -5.2% | -0.1% | -5.0% | -5.2% |
| 3M | +1.9% | +3.9% | -2.1% | +0.6% |
| 6M | +19.2% | -3.0% | +22.3% | +19.7% |
| YTD | +12.0% | +10.7% | +1.3% | +8.6% |
| 1Y | +9.7% | +13.3% | -3.7% | +5.3% |
| 3Y | +87.2% | +34.5% | +52.7% | +67.3% |
| 5Y | +48.7% | +67.1% | -18.5% | +23.5% |
| 10Y | +569.3% | +103.0% | +466.3% | +396.3% |
| All | +263,909.3% | +1,288.9% | +262,620.4% | +51,598.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling