+3,030.5%
AMZN vs GM
+230.9%
+2,799.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | 0.0% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | -6.4% | -1.8% | -4.5% | -5.9% |
| 3M | +4.8% | +2.6% | +2.2% | +3.7% |
| 6M | +20.5% | +14.6% | +6.0% | +15.4% |
| YTD | +11.3% | +6.2% | +5.1% | +8.7% |
| 1Y | +9.0% | +48.7% | -39.7% | -3.6% |
| 3Y | +85.9% | +168.3% | -82.4% | +35.8% |
| 5Y | +45.8% | +82.8% | -37.0% | +15.5% |
| 10Y | +555.5% | +226.2% | +329.3% | +306.1% |
| All | +3,030.5% | +230.9% | +2,799.7% | +1,902.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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