+257,669.3%
AMZN vs EQT
+2,059.8%
+255,609.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -1.0% | -2.0% | +1.0% | -0.6% |
| 30D | -9.2% | +1.0% | -10.3% | -9.5% |
| 3M | +3.4% | +4.0% | -0.6% | +2.2% |
| 6M | +18.2% | -11.7% | +29.9% | +20.8% |
| YTD | +9.3% | +2.8% | +6.5% | +7.7% |
| 1Y | +5.9% | +10.0% | -4.1% | +2.5% |
| 3Y | +82.6% | +34.1% | +48.4% | +65.2% |
| 5Y | +44.9% | +195.3% | -150.4% | +4.6% |
| 10Y | +564.1% | +51.6% | +512.5% | +401.2% |
| All | +257,669.3% | +2,059.8% | +255,609.6% | +71,464.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling