+553.0%
AMZN vs EQT
+52.9%
+500.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -2.7% | -1.2% | -1.5% | -2.6% |
| 30D | -7.5% | +1.1% | -8.6% | -7.6% |
| 3M | +5.8% | +4.8% | +1.0% | +5.2% |
| 6M | +17.5% | -10.6% | +28.1% | +18.7% |
| YTD | +9.1% | +3.4% | +5.7% | +8.2% |
| 1Y | +9.4% | +8.7% | +0.7% | +7.7% |
| 3Y | +82.2% | +35.0% | +47.3% | +73.6% |
| 5Y | +45.2% | +204.2% | -159.0% | +27.4% |
| All | +553.0% | +52.9% | +500.1% | +528.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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