+6.7%
AMZN vs EWT
+54.0%
-47.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.6% |
| 7D | +4.5% | -10.9% | +15.4% | +9.0% |
| 30D | +5.8% | -17.7% | +23.5% | +13.5% |
| 3M | -4.1% | -5.0% | +0.9% | -2.3% |
| 6M | -2.2% | +7.4% | -9.6% | -8.2% |
| YTD | +15.3% | +52.8% | -37.6% | -11.9% |
| 1Y | +6.7% | +55.2% | -48.5% | -19.5% |
| All | +6.7% | +54.0% | -47.3% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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