+87.6%
AMZN vs EXE
+19.2%
+68.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | +2.8% | +2.9% | -0.1% | +2.3% |
| 30D | +3.4% | -4.9% | +8.4% | +4.2% |
| 3M | +0.1% | -8.3% | +8.3% | +1.3% |
| 6M | +0.6% | -7.8% | +8.5% | +1.7% |
| YTD | +15.9% | -19.0% | +34.9% | +19.6% |
| 1Y | +9.5% | -24.8% | +34.4% | +15.3% |
| All | +87.6% | +19.2% | +68.4% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 3y: compounded portfolio wealth divided by compounded EXE 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…
3y analysis · Full analysis span regression · 6 months rolling