+87.0%
AMZN vs ON
+7.1%
+79.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | +0.3% |
| 7D | +2.8% | +12.2% | -9.4% | +0.7% |
| 30D | +5.0% | -3.1% | +8.1% | +5.2% |
| 3M | +0.6% | -12.9% | +13.5% | +2.3% |
| 6M | -1.3% | -38.6% | +37.3% | +4.6% |
| YTD | +15.5% | +31.2% | -15.7% | +0.8% |
| 1Y | +12.2% | +47.6% | -35.4% | -5.2% |
| 3Y | +87.0% | +6.6% | +80.4% | +58.2% |
| All | +87.0% | +7.1% | +79.9% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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