+6.7%
AMZN vs META
+0.7%
+6.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.4% | +4.7% | +5.6% |
| 7D | +4.5% | +2.9% | +1.6% | +3.5% |
| 30D | +5.8% | -15.1% | +20.9% | +11.6% |
| 3M | -4.1% | +7.2% | -11.3% | -7.9% |
| 6M | -2.2% | +3.4% | -5.6% | -5.6% |
| YTD | +15.3% | -4.3% | +19.6% | +12.5% |
| 1Y | +6.7% | +0.8% | +5.9% | +0.6% |
| All | +6.7% | +0.7% | +6.0% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 1y: compounded portfolio wealth divided by compounded META 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…
1y analysis · Full analysis span regression · 6 months rolling