+620.3%
AMZN vs GEN
+156.5%
+463.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -2.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +2.6% | +31.2% | -28.6% | -5.4% |
| 3M | -2.2% | +6.1% | -8.3% | -4.9% |
| 6M | -1.0% | +38.1% | -39.2% | -11.3% |
| YTD | +15.3% | +14.4% | +0.9% | +8.5% |
| 1Y | +6.9% | +15.1% | -8.3% | +0.3% |
| 3Y | +85.4% | +68.5% | +16.9% | +51.7% |
| 5Y | +53.3% | +35.8% | +17.5% | +32.8% |
| 10Y | +620.3% | +155.4% | +465.0% | +357.4% |
| All | +620.3% | +156.5% | +463.8% | +357.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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