+45.8%
AMZN vs GEN
+22.3%
+23.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | +0.3% |
| 7D | +0.8% | -0.7% | +1.5% | +1.0% |
| 30D | -6.4% | +2.6% | -9.0% | -7.3% |
| 3M | +4.8% | +15.8% | -11.0% | -0.5% |
| 6M | +20.5% | +33.1% | -12.6% | +8.2% |
| YTD | +11.3% | +11.3% | 0.0% | +6.5% |
| 1Y | +9.0% | +1.7% | +7.3% | +7.8% |
| 3Y | +85.9% | +58.1% | +27.8% | +48.5% |
| 5Y | +45.8% | +20.6% | +25.1% | +25.9% |
| All | +45.8% | +22.3% | +23.5% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling