+565.7%
AMZN vs GOOG
+796.9%
-231.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GOOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +0.8% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -3.9% | -2.0% | -2.0% | -2.5% |
| 3M | +6.3% | -5.9% | +12.2% | +11.0% |
| 6M | +20.8% | +8.9% | +11.9% | +12.5% |
| YTD | +11.2% | +7.1% | +4.1% | +4.8% |
| 1Y | +11.7% | +39.7% | -28.0% | -14.2% |
| 3Y | +79.4% | +145.8% | -66.4% | -13.2% |
| 5Y | +48.0% | +138.6% | -90.6% | -28.0% |
| All | +565.7% | +796.9% | -231.2% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GOOG.
Daily Out/Under-Performance
Portfolio return minus GOOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GOOG 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 10y: compounded portfolio wealth divided by compounded GOOG 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…
10y analysis · Full analysis span regression · 6 months rolling