+262,336.6%
AMZN vs MO
+3,581.4%
+258,755.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | +0.8% | -2.0% | +2.8% | +1.3% |
| 30D | -6.4% | -0.3% | -6.1% | -6.4% |
| 3M | +4.8% | -2.9% | +7.7% | +5.1% |
| 6M | +20.5% | +5.8% | +14.8% | +17.7% |
| YTD | +11.3% | +22.0% | -10.7% | +4.2% |
| 1Y | +9.0% | +10.7% | -1.7% | +4.4% |
| 3Y | +85.9% | +94.4% | -8.5% | +49.0% |
| 5Y | +45.8% | +97.2% | -51.4% | +14.8% |
| 10Y | +555.5% | +103.0% | +452.5% | +390.6% |
| All | +262,336.6% | +3,581.4% | +258,755.2% | +90,119.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling