+2,638.4%
AMZN vs INDA
+111.6%
+2,526.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.2% |
| 7D | +0.8% | -1.0% | +1.8% | +1.3% |
| 30D | -6.4% | -2.5% | -3.8% | -5.3% |
| 3M | +4.8% | +4.0% | +0.8% | +2.9% |
| 6M | +20.5% | -1.8% | +22.3% | +21.6% |
| YTD | +11.3% | -9.2% | +20.5% | +16.3% |
| 1Y | +9.0% | -7.2% | +16.1% | +12.7% |
| 3Y | +85.9% | +9.8% | +76.1% | +78.1% |
| 5Y | +45.8% | +7.5% | +38.3% | +41.7% |
| 10Y | +555.5% | +80.8% | +474.7% | +411.6% |
| All | +2,638.4% | +111.6% | +2,526.8% | +1,830.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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