+6.7%
AMZN vs P
+19.7%
-13.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.0% | +11.1% | +6.5% |
| 7D | +4.5% | -19.4% | +23.8% | +6.0% |
| 30D | +5.8% | -22.3% | +28.1% | +7.5% |
| 3M | -4.1% | +33.2% | -37.3% | -6.1% |
| 6M | -2.2% | +53.6% | -55.8% | -6.0% |
| YTD | +15.3% | +66.8% | -51.5% | +9.9% |
| 1Y | +6.7% | +17.5% | -10.8% | +4.6% |
| All | +6.7% | +19.7% | -13.0% | +4.6% |
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