+553.0%
AMZN vs GE
+151.9%
+401.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -2.7% | -2.8% | +0.1% | -2.1% |
| 30D | -7.5% | -11.9% | +4.4% | -4.8% |
| 3M | +5.8% | +1.8% | +4.0% | +5.1% |
| 6M | +17.5% | -0.6% | +18.1% | +17.0% |
| YTD | +9.1% | +5.5% | +3.6% | +6.8% |
| 1Y | +9.4% | +15.0% | -5.6% | +4.7% |
| 3Y | +82.2% | +269.5% | -187.3% | +34.2% |
| 5Y | +45.2% | +422.4% | -377.2% | -1.9% |
| All | +553.0% | +151.9% | +401.1% | +318.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling