+38,056.5%
AMZN vs NDAQ
+2,327.9%
+35,728.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.5% |
| 7D | -3.0% | -2.4% | -0.5% | -2.1% |
| 30D | -5.2% | +2.5% | -7.6% | -6.0% |
| 3M | +1.9% | +9.9% | -8.1% | -1.8% |
| 6M | +19.2% | +9.4% | +9.8% | +14.8% |
| YTD | +12.0% | +0.4% | +11.6% | +10.8% |
| 1Y | +9.7% | +4.0% | +5.7% | +7.1% |
| 3Y | +87.2% | +94.4% | -7.2% | +46.5% |
| 5Y | +48.7% | +56.7% | -8.1% | +25.6% |
| 10Y | +569.3% | +375.3% | +194.0% | +289.5% |
| All | +38,056.5% | +2,327.9% | +35,728.6% | +13,765.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling