+629.7%
AMZN vs META
+422.5%
+207.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.0% | +3.3% | +4.8% | +6.3% |
| 30D | +3.2% | -10.8% | +14.0% | +8.9% |
| 3M | -2.6% | +7.9% | -10.5% | -7.7% |
| 6M | -0.7% | +5.4% | -6.1% | -5.6% |
| YTD | +17.4% | -2.6% | +19.9% | +14.7% |
| 1Y | +9.0% | +1.9% | +7.2% | +4.1% |
| 3Y | +88.7% | +97.0% | -8.3% | +24.8% |
| 5Y | +55.6% | +97.6% | -42.1% | -4.0% |
| 10Y | +629.7% | +436.0% | +193.7% | +112.8% |
| All | +629.7% | +422.5% | +207.2% | +112.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling