+76.0%
AMZN vs NI
+69.0%
+7.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -2.7% | -0.6% | -2.1% | -2.7% |
| 30D | -7.5% | -1.4% | -6.1% | -7.4% |
| 3M | +5.8% | -10.6% | +16.4% | +6.6% |
| 6M | +17.5% | -9.9% | +27.4% | +18.2% |
| YTD | +9.1% | +1.2% | +8.0% | +8.8% |
| 1Y | +9.4% | +4.4% | +4.9% | +8.8% |
| All | +76.0% | +69.0% | +7.0% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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