+641.7%
AMZN vs IT
+90.0%
+551.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +2.8% | +1.1% | +1.8% | +2.5% |
| 30D | +5.0% | -1.8% | +6.8% | +4.5% |
| 3M | +0.6% | +4.8% | -4.3% | -2.4% |
| 6M | -1.3% | +33.0% | -34.3% | -12.9% |
| YTD | +15.5% | -23.8% | +39.4% | +20.5% |
| 1Y | +12.2% | -16.5% | +28.8% | +13.0% |
| 3Y | +87.0% | -53.6% | +140.7% | +128.5% |
| 5Y | +51.3% | -42.1% | +93.4% | +66.4% |
| All | +641.7% | +90.0% | +551.7% | +463.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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