+87.0%
AMZN vs NOW
-19.3%
+106.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | +2.8% | +0.3% | +2.6% | +2.7% |
| 30D | +5.0% | -27.0% | +31.9% | +11.4% |
| 3M | +0.6% | -19.6% | +20.2% | +3.7% |
| 6M | -1.3% | +17.5% | -18.7% | -10.3% |
| YTD | +15.5% | -33.3% | +48.8% | +26.7% |
| 1Y | +12.2% | -39.8% | +52.1% | +28.1% |
| 3Y | +87.0% | -19.9% | +106.9% | +83.2% |
| All | +87.0% | -19.3% | +106.3% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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