+324.6%
AMZN vs NTR
+103.7%
+220.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.0% | +0.5% | -1.5% | -1.1% |
| 30D | -9.2% | +21.7% | -31.0% | -12.9% |
| 3M | +3.4% | +22.8% | -19.4% | -1.3% |
| 6M | +18.2% | +8.2% | +10.0% | +15.3% |
| YTD | +9.3% | +32.9% | -23.6% | +1.3% |
| 1Y | +5.9% | +45.3% | -39.4% | -4.3% |
| 3Y | +82.6% | +41.7% | +40.9% | +63.3% |
| 5Y | +44.9% | +49.8% | -4.9% | +24.6% |
| All | +324.6% | +103.7% | +220.9% | +232.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling