+89.9%
AMZN vs NOW
-17.8%
+107.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.2% | +2.8% |
| 7D | +8.7% | -3.1% | +11.7% | +9.4% |
| 30D | +1.7% | -27.0% | +28.8% | +8.1% |
| 3M | -2.8% | -17.7% | +15.0% | -0.3% |
| 6M | -2.1% | +12.7% | -14.8% | -9.9% |
| YTD | +15.6% | -32.9% | +48.6% | +26.7% |
| 1Y | +9.2% | -40.4% | +49.6% | +25.4% |
| 3Y | +89.9% | -17.1% | +106.9% | +80.5% |
| All | +89.9% | -17.8% | +107.7% | +80.5% |
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