+6,757.5%
AMZN vs MSCI
+3,122.5%
+3,635.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.6% |
| 7D | +8.7% | +1.5% | +7.2% | +8.1% |
| 30D | +1.7% | +14.4% | -12.7% | -4.2% |
| 3M | -2.8% | +15.2% | -17.9% | -8.8% |
| 6M | -2.1% | +11.2% | -13.3% | -7.5% |
| YTD | +15.6% | +13.9% | +1.7% | +7.3% |
| 1Y | +9.2% | +12.5% | -3.3% | +1.9% |
| 3Y | +89.9% | +32.3% | +57.6% | +60.5% |
| 5Y | +49.3% | +4.9% | +44.4% | +37.7% |
| 10Y | +591.6% | +779.7% | -188.1% | +154.2% |
| All | +6,757.5% | +3,122.5% | +3,635.1% | +1,196.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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