+463.0%
AMZN vs FND
+66.0%
+396.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.6% |
| 7D | -3.0% | -5.2% | +2.3% | -1.7% |
| 30D | -5.2% | -19.9% | +14.7% | 0.0% |
| 3M | +1.9% | +2.7% | -0.9% | +0.3% |
| 6M | +19.2% | -21.7% | +40.9% | +24.9% |
| YTD | +12.0% | -17.5% | +29.5% | +15.2% |
| 1Y | +9.7% | -39.3% | +49.0% | +21.1% |
| 3Y | +87.2% | -49.8% | +136.9% | +107.7% |
| 5Y | +48.7% | -60.1% | +108.7% | +65.4% |
| All | +463.0% | +66.0% | +396.9% | +370.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling