+565.7%
AMZN vs MO
+114.7%
+451.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.7% | +1.9% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -3.9% | +7.1% | -11.1% | -4.7% |
| 3M | +6.3% | -2.0% | +8.3% | +6.3% |
| 6M | +20.8% | +7.3% | +13.4% | +19.1% |
| YTD | +11.2% | +23.5% | -12.2% | +7.3% |
| 1Y | +11.7% | +11.0% | +0.7% | +9.3% |
| 3Y | +79.4% | +95.0% | -15.6% | +56.6% |
| 5Y | +48.0% | +100.6% | -52.6% | +27.3% |
| All | +565.7% | +114.7% | +451.0% | +420.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling