+564.1%
AMZN vs GEN
+150.6%
+413.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -1.0% | -2.9% | +1.9% | -0.2% |
| 30D | -9.2% | +2.1% | -11.3% | -9.9% |
| 3M | +3.4% | +19.7% | -16.3% | -2.2% |
| 6M | +18.2% | +33.3% | -15.0% | +7.5% |
| YTD | +9.3% | +11.1% | -1.8% | +4.7% |
| 1Y | +5.9% | +3.0% | +2.9% | +3.7% |
| 3Y | +82.6% | +57.9% | +24.7% | +53.4% |
| 5Y | +44.9% | +20.6% | +24.3% | +30.4% |
| 10Y | +564.1% | +153.2% | +410.8% | +321.5% |
| All | +564.1% | +150.6% | +413.5% | +321.5% |
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