+7,179.9%
AMZN vs EW
+8,226.0%
-1,046.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.2% |
| 7D | +0.1% | +6.5% | -6.4% | -1.5% |
| 30D | +2.6% | +22.5% | -19.9% | -2.4% |
| 3M | -2.2% | +13.0% | -15.2% | -5.3% |
| 6M | -1.0% | +37.1% | -38.2% | -8.7% |
| YTD | +15.3% | +24.1% | -8.8% | +8.8% |
| 1Y | +6.9% | +24.2% | -17.4% | +0.7% |
| 3Y | +85.4% | +64.8% | +20.6% | +57.9% |
| 5Y | +53.3% | -7.4% | +60.7% | +49.5% |
| 10Y | +620.3% | +248.8% | +371.6% | +425.6% |
| All | +7,179.9% | +8,226.0% | -1,046.2% | +3,021.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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