+6.7%
AMZN vs MO
+45.9%
-39.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.4% | +4.7% | +6.4% |
| 7D | +4.5% | +6.9% | -2.4% | +6.2% |
| 30D | +5.8% | +14.9% | -9.1% | +8.9% |
| 3M | -4.1% | +16.4% | -20.5% | -1.1% |
| 6M | -2.2% | +9.6% | -11.8% | -0.3% |
| YTD | +15.3% | +41.8% | -26.6% | +23.9% |
| 1Y | +6.7% | +45.3% | -38.6% | +14.9% |
| All | +6.7% | +45.9% | -39.2% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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