+7.5%
AMZN vs META
+2.0%
+5.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.1% | -2.2% | +1.2% |
| 7D | +8.7% | +5.7% | +3.0% | +6.7% |
| 30D | +1.7% | -10.8% | +12.5% | +5.4% |
| 3M | -2.8% | +8.4% | -11.2% | -6.8% |
| 6M | -2.1% | +5.4% | -7.5% | -6.0% |
| YTD | +15.6% | -2.6% | +18.2% | +12.0% |
| All | +7.5% | +2.0% | +5.5% | +1.9% |
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