+564.1%
AMZN vs NDAQ
+374.8%
+189.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | -1.0% | -1.6% | +0.6% | -0.2% |
| 30D | -9.2% | -1.5% | -7.8% | -8.6% |
| 3M | +3.4% | +8.0% | -4.7% | -1.5% |
| 6M | +18.2% | +7.7% | +10.5% | +12.3% |
| YTD | +9.3% | -2.3% | +11.7% | +9.0% |
| 1Y | +5.9% | +0.6% | +5.4% | +3.7% |
| 3Y | +82.6% | +90.9% | -8.3% | +24.3% |
| 5Y | +44.9% | +52.5% | -7.6% | +10.0% |
| 10Y | +564.1% | +380.3% | +183.8% | +196.7% |
| All | +564.1% | +374.8% | +189.3% | +196.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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