+87.0%
AMZN vs NDAQ
+117.7%
-30.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.8% | +1.3% | +1.6% | +2.3% |
| 30D | +5.0% | +18.0% | -13.0% | -2.3% |
| 3M | +0.6% | +11.5% | -10.9% | -4.1% |
| 6M | -1.3% | +21.1% | -22.4% | -9.8% |
| YTD | +15.5% | +12.8% | +2.7% | +8.9% |
| 1Y | +12.2% | +25.7% | -13.5% | -0.6% |
| 3Y | +87.0% | +116.8% | -29.8% | +43.4% |
| All | +87.0% | +117.7% | -30.7% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling