+2,741.6%
AMZN vs INDA
+121.8%
+2,619.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.8% | +1.1% | +1.7% | +2.3% |
| 30D | +5.0% | +9.4% | -4.4% | +0.6% |
| 3M | +0.6% | +2.9% | -2.4% | -0.8% |
| 6M | -1.3% | +7.2% | -8.5% | -4.4% |
| YTD | +15.5% | -4.8% | +20.3% | +18.1% |
| 1Y | +12.2% | -5.1% | +17.3% | +14.9% |
| 3Y | +87.0% | +16.7% | +70.3% | +74.0% |
| 5Y | +51.3% | +8.8% | +42.5% | +45.8% |
| 10Y | +621.7% | +116.2% | +505.4% | +426.0% |
| All | +2,741.6% | +121.8% | +2,619.9% | +1,860.0% |
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