+564.1%
AMZN vs FDS
+72.8%
+491.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -0.6% |
| 7D | -1.0% | -8.8% | +7.8% | +2.1% |
| 30D | -9.2% | -1.4% | -7.9% | -9.0% |
| 3M | +3.4% | +13.9% | -10.5% | -2.7% |
| 6M | +18.2% | +27.4% | -9.2% | +4.8% |
| YTD | +9.3% | -2.5% | +11.8% | +7.3% |
| 1Y | +5.9% | -23.8% | +29.7% | +14.7% |
| 3Y | +82.6% | -32.5% | +115.1% | +106.2% |
| 5Y | +44.9% | -23.2% | +68.1% | +54.6% |
| 10Y | +564.1% | +76.4% | +487.7% | +425.6% |
| All | +564.1% | +72.8% | +491.2% | +425.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FDS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling