+50.4%
AMZN vs NDAQ
+66.7%
-16.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.8% | +1.3% | +1.6% | +2.1% |
| 30D | +5.0% | +18.0% | -13.0% | -4.9% |
| 3M | +0.6% | +11.5% | -10.9% | -6.0% |
| 6M | -1.3% | +21.1% | -22.4% | -12.9% |
| YTD | +15.5% | +12.8% | +2.7% | +5.7% |
| 1Y | +12.2% | +25.7% | -13.5% | -4.7% |
| 3Y | +87.0% | +116.8% | -29.8% | +6.4% |
| All | +50.4% | +66.7% | -16.3% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling