+262,336.6%
AMZN vs NEM
+434.6%
+261,901.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.6% |
| 7D | +0.8% | +3.9% | -3.0% | +0.6% |
| 30D | -6.4% | +12.7% | -19.1% | -6.9% |
| 3M | +4.8% | +28.7% | -23.9% | +3.5% |
| 6M | +20.5% | +9.8% | +10.8% | +19.8% |
| YTD | +11.3% | +28.1% | -16.8% | +9.8% |
| 1Y | +9.0% | +69.3% | -60.4% | +6.0% |
| 3Y | +85.9% | +247.7% | -161.8% | +74.2% |
| 5Y | +45.8% | +153.4% | -107.6% | +37.8% |
| 10Y | +555.5% | +291.3% | +264.2% | +509.8% |
| All | +262,336.6% | +434.6% | +261,901.9% | +302,842.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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