+76.4%
AMZN vs FND
-50.0%
+126.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -1.0% | -0.8% | -0.2% | -0.9% |
| 30D | -9.2% | -19.6% | +10.3% | -5.4% |
| 3M | +3.4% | -4.3% | +7.7% | +3.6% |
| 6M | +18.2% | -20.4% | +38.7% | +22.1% |
| YTD | +9.3% | -21.9% | +31.2% | +12.7% |
| 1Y | +5.9% | -45.2% | +51.1% | +17.0% |
| All | +76.4% | -50.0% | +126.4% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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