+263,909.3%
AMZN vs GEN
+4,130.6%
+259,778.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.7% |
| 7D | -3.0% | -1.2% | -1.8% | -2.6% |
| 30D | -5.2% | +10.1% | -15.3% | -8.7% |
| 3M | +1.9% | +16.1% | -14.2% | -3.9% |
| 6M | +19.2% | +38.9% | -19.6% | +3.9% |
| YTD | +12.0% | +14.4% | -2.4% | +4.3% |
| 1Y | +9.7% | +5.9% | +3.8% | +5.0% |
| 3Y | +87.2% | +58.8% | +28.4% | +49.6% |
| 5Y | +48.7% | +24.7% | +24.0% | +28.3% |
| 10Y | +569.3% | +163.1% | +406.3% | +291.8% |
| All | +263,909.3% | +4,130.6% | +259,778.7% | +41,415.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling