+56.4%
AMZN vs PL
+40.9%
+15.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.2% |
| 7D | +2.8% | +10.0% | -7.2% | +1.4% |
| 30D | +5.0% | -2.3% | +7.2% | +4.9% |
| 3M | +0.6% | -44.2% | +44.8% | +7.8% |
| 6M | -1.3% | -66.1% | +64.8% | +11.5% |
| YTD | +15.5% | -30.0% | +45.5% | +14.4% |
| 1Y | +12.2% | +21.0% | -8.8% | +0.9% |
| 3Y | +87.0% | +516.5% | -429.5% | +12.2% |
| 5Y | +51.3% | +32.0% | +19.3% | +3.8% |
| All | +56.4% | +40.9% | +15.5% | +6.2% |
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