+12.2%
AMZN vs P
+23.6%
-11.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.2% |
| 7D | +2.8% | +11.6% | -8.8% | +2.1% |
| 30D | +5.0% | -23.7% | +28.6% | +6.6% |
| 3M | +0.6% | -8.0% | +8.6% | +0.9% |
| 6M | -1.3% | +27.9% | -29.2% | -3.6% |
| YTD | +15.5% | +61.2% | -45.6% | +10.9% |
| 1Y | +12.2% | +28.6% | -16.4% | +9.2% |
| All | +12.2% | +23.6% | -11.4% | +9.2% |
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