+9.6%
AMZN vs GEN
+2.7%
+6.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -1.0% | -2.9% | +1.9% | -0.6% |
| 30D | -9.2% | +2.1% | -11.3% | -9.5% |
| 3M | +3.4% | +19.7% | -16.3% | +0.5% |
| 6M | +18.2% | +33.3% | -15.0% | +13.6% |
| YTD | +9.3% | +11.1% | -1.8% | +12.9% |
| All | +9.6% | +2.7% | +6.9% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling