+9.7%
AMZN vs P
+32.0%
-22.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.2% |
| 7D | -3.0% | +6.5% | -9.5% | -3.4% |
| 30D | -5.2% | +18.8% | -24.0% | -6.9% |
| 3M | +1.9% | +26.7% | -24.9% | -1.0% |
| 6M | +19.2% | +62.2% | -42.9% | +12.1% |
| YTD | +12.0% | +48.5% | -36.5% | +6.2% |
| 1Y | +9.7% | +26.4% | -16.7% | +5.4% |
| All | +9.7% | +32.0% | -22.3% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling