+89.9%
AMZN vs GD
+58.6%
+31.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.7% | +2.4% |
| 7D | +8.7% | -3.0% | +11.7% | +9.4% |
| 30D | +1.7% | +9.3% | -7.6% | -0.9% |
| 3M | -2.8% | -7.2% | +4.4% | -0.7% |
| 6M | -2.1% | +5.5% | -7.6% | -4.0% |
| YTD | +15.6% | +9.5% | +6.2% | +11.5% |
| 1Y | +9.2% | +6.4% | +2.8% | +6.4% |
| 3Y | +89.9% | +59.8% | +30.0% | +64.7% |
| All | +89.9% | +58.6% | +31.3% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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