+564.1%
AMZN vs MSI
+593.5%
-29.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -1.0% | -4.0% | +3.0% | +0.7% |
| 30D | -9.2% | -0.5% | -8.8% | -9.2% |
| 3M | +3.4% | +11.4% | -8.0% | -1.8% |
| 6M | +18.2% | +1.0% | +17.3% | +16.5% |
| YTD | +9.3% | +20.7% | -11.3% | -1.1% |
| 1Y | +5.9% | -2.7% | +8.6% | +5.2% |
| 3Y | +82.6% | +68.2% | +14.4% | +36.8% |
| 5Y | +44.9% | +100.0% | -55.1% | -1.2% |
| 10Y | +564.1% | +596.9% | -32.8% | +173.4% |
| All | +564.1% | +593.5% | -29.4% | +173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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