+553.0%
AMZN vs FLEX
+1,045.7%
-492.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.8% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -7.5% | -11.8% | +4.3% | -5.0% |
| 3M | +5.8% | -22.6% | +28.4% | +10.6% |
| 6M | +17.5% | +77.3% | -59.8% | -5.4% |
| YTD | +9.1% | +78.8% | -69.6% | -13.1% |
| 1Y | +9.4% | +86.1% | -76.7% | -14.6% |
| 3Y | +82.2% | +446.2% | -364.0% | +0.8% |
| 5Y | +45.2% | +689.7% | -644.5% | -28.3% |
| All | +553.0% | +1,045.7% | -492.7% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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