+262,336.6%
AMZN vs NI
+1,606.2%
+260,730.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -1.0% |
| 7D | +0.8% | +2.3% | -1.5% | 0.0% |
| 30D | -6.4% | -1.7% | -4.7% | -5.9% |
| 3M | +4.8% | -8.0% | +12.8% | +7.7% |
| 6M | +20.5% | -8.6% | +29.2% | +23.9% |
| YTD | +11.3% | +2.3% | +9.0% | +9.7% |
| 1Y | +9.0% | +6.9% | +2.0% | +5.4% |
| 3Y | +85.9% | +70.6% | +15.3% | +48.3% |
| 5Y | +45.8% | +96.4% | -50.6% | +9.3% |
| 10Y | +555.5% | +136.1% | +419.3% | +325.8% |
| All | +262,336.6% | +1,606.2% | +260,730.4% | +70,828.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling