+6.7%
AMZN vs MP
-35.7%
+42.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.1% | +11.2% | +6.4% |
| 7D | +4.5% | -12.5% | +17.0% | +5.4% |
| 30D | +5.8% | -23.3% | +29.2% | +7.6% |
| 3M | -4.1% | -24.4% | +20.2% | -2.7% |
| 6M | -2.2% | -45.8% | +43.5% | +0.8% |
| YTD | +15.3% | -28.9% | +44.2% | +14.7% |
| 1Y | +6.7% | -34.6% | +41.3% | +6.5% |
| All | +6.7% | -35.7% | +42.4% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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