+90.5%
AMZN vs MP
+450.8%
-360.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.3% |
| 7D | -3.0% | -2.9% | -0.1% | -2.7% |
| 30D | -5.2% | +13.8% | -19.0% | -6.8% |
| 3M | +1.9% | -16.7% | +18.6% | +3.3% |
| 6M | +19.2% | -11.5% | +30.7% | +19.1% |
| YTD | +12.0% | +7.9% | +4.1% | +8.6% |
| 1Y | +9.7% | -15.0% | +24.7% | +7.7% |
| 3Y | +87.2% | +153.5% | -66.3% | +45.7% |
| 5Y | +48.7% | +58.7% | -10.0% | +24.1% |
| All | +90.5% | +450.8% | -360.3% | +65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling