+564.1%
AMZN vs PM
+202.2%
+361.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | -1.0% | -1.2% | +0.2% | -0.8% |
| 30D | -9.2% | -0.2% | -9.1% | -9.2% |
| 3M | +3.4% | +4.9% | -1.5% | +2.4% |
| 6M | +18.2% | +9.0% | +9.2% | +16.1% |
| YTD | +9.3% | +17.8% | -8.4% | +5.8% |
| 1Y | +5.9% | +16.8% | -10.9% | +2.5% |
| 3Y | +82.6% | +125.4% | -42.8% | +51.2% |
| 5Y | +44.9% | +128.7% | -83.8% | +18.8% |
| 10Y | +564.1% | +211.8% | +352.3% | +368.4% |
| All | +564.1% | +202.2% | +361.9% | +368.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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