+45.8%
AMZN vs OPEN
-84.0%
+129.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.3% |
| 7D | +0.8% | +1.0% | -0.2% | +0.7% |
| 30D | -6.4% | -11.9% | +5.5% | -5.3% |
| 3M | +4.8% | -28.8% | +33.6% | +8.0% |
| 6M | +20.5% | -38.6% | +59.1% | +25.5% |
| YTD | +11.3% | -47.3% | +58.7% | +17.0% |
| 1Y | +9.0% | -49.2% | +58.1% | +10.1% |
| 3Y | +85.9% | -18.8% | +104.7% | +54.5% |
| 5Y | +45.8% | -83.6% | +129.4% | +28.7% |
| All | +45.8% | -84.0% | +129.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 5y: compounded portfolio wealth divided by compounded OPEN 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…
5y analysis · Full analysis span regression · 6 months rolling