+331.9%
AMZN vs NTR
+97.9%
+234.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | -0.7% | -1.3% | +0.6% | -0.4% |
| 30D | -3.9% | +16.8% | -20.7% | -7.0% |
| 3M | +6.3% | +20.7% | -14.4% | +1.8% |
| 6M | +20.8% | +0.5% | +20.2% | +19.6% |
| YTD | +11.2% | +29.2% | -17.9% | +3.6% |
| 1Y | +11.7% | +39.6% | -27.9% | +1.8% |
| 3Y | +79.4% | +37.9% | +41.6% | +61.4% |
| 5Y | +48.0% | +47.1% | +1.0% | +27.7% |
| All | +331.9% | +97.9% | +234.0% | +240.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 10y: compounded portfolio wealth divided by compounded NTR 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…
10y analysis · Full analysis span regression · 6 months rolling