+48.6%
AMZN vs P
+247.4%
-198.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.9% | -1.2% |
| 7D | +7.9% | -23.8% | +31.7% | +14.4% |
| 30D | -0.2% | -36.6% | +36.4% | +10.3% |
| 3M | -4.8% | +10.9% | -15.6% | -9.8% |
| 6M | -5.7% | +30.0% | -35.7% | -16.4% |
| YTD | +12.3% | +44.4% | -32.0% | -5.1% |
| 1Y | +6.7% | +3.9% | +2.8% | -2.5% |
| 3Y | +85.6% | +176.6% | -91.0% | +7.3% |
| All | +48.6% | +247.4% | -198.8% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling