+273,029.3%
AMZN vs GEN
+3,998.1%
+269,031.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.6% |
| 7D | +2.8% | -3.0% | +5.8% | +3.8% |
| 30D | +3.4% | +24.7% | -21.3% | -5.6% |
| 3M | +0.1% | +4.1% | -4.1% | -3.4% |
| 6M | +0.6% | +36.0% | -35.4% | -12.6% |
| YTD | +15.9% | +10.9% | +5.0% | +7.2% |
| 1Y | +9.5% | +12.2% | -2.6% | +0.7% |
| 3Y | +86.3% | +63.3% | +23.0% | +45.0% |
| 5Y | +51.7% | +29.0% | +22.7% | +27.1% |
| 10Y | +623.8% | +147.5% | +476.3% | +326.2% |
| All | +273,029.3% | +3,998.1% | +269,031.2% | +42,564.1% |
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