+641.7%
AMZN vs NDAQ
+471.8%
+169.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.8% | +1.3% | +1.6% | +2.2% |
| 30D | +5.0% | +18.0% | -13.0% | -4.0% |
| 3M | +0.6% | +11.5% | -10.9% | -5.4% |
| 6M | -1.3% | +21.1% | -22.4% | -11.8% |
| YTD | +15.5% | +12.8% | +2.7% | +6.4% |
| 1Y | +12.2% | +25.7% | -13.5% | -2.8% |
| 3Y | +87.0% | +116.8% | -29.8% | +19.0% |
| 5Y | +51.3% | +67.3% | -16.0% | +8.7% |
| All | +641.7% | +471.8% | +169.9% | +196.4% |
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