+553.0%
AMZN vs FITB
+288.7%
+264.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -2.7% | -1.0% | -1.7% | -2.5% |
| 30D | -7.5% | -5.5% | -2.0% | -6.3% |
| 3M | +5.8% | +4.1% | +1.7% | +4.7% |
| 6M | +17.5% | +18.7% | -1.2% | +12.6% |
| YTD | +9.1% | +18.2% | -9.0% | +4.4% |
| 1Y | +9.4% | +23.7% | -14.3% | +3.4% |
| 3Y | +82.2% | +130.8% | -48.5% | +49.7% |
| 5Y | +45.2% | +69.8% | -24.6% | +26.6% |
| All | +553.0% | +288.7% | +264.3% | +400.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 10y: compounded portfolio wealth divided by compounded FITB 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…
10y analysis · Full analysis span regression · 6 months rolling