+56.6%
AMZN vs PL
+46.6%
+10.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +14.5% | -11.6% | +1.0% |
| 7D | +8.7% | +10.9% | -2.2% | +6.9% |
| 30D | +1.7% | -16.4% | +18.1% | +3.7% |
| 3M | -2.8% | -39.9% | +37.2% | +3.2% |
| 6M | -2.1% | -63.2% | +61.1% | +9.3% |
| YTD | +15.6% | -27.1% | +42.8% | +14.0% |
| 1Y | +9.2% | +12.2% | -3.0% | -0.6% |
| 3Y | +89.9% | +584.3% | -494.4% | +11.8% |
| 5Y | +49.3% | +37.0% | +12.3% | +2.0% |
| All | +56.6% | +46.6% | +10.0% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling