+257,669.3%
AMZN vs PNR
+851.8%
+256,817.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.0% |
| 7D | -1.0% | -3.9% | +2.9% | +0.7% |
| 30D | -9.2% | -13.8% | +4.6% | -3.4% |
| 3M | +3.4% | -22.5% | +25.9% | +13.6% |
| 6M | +18.2% | -37.2% | +55.4% | +41.3% |
| YTD | +9.3% | -44.2% | +53.6% | +36.8% |
| 1Y | +5.9% | -46.6% | +52.6% | +34.9% |
| 3Y | +82.6% | -12.5% | +95.1% | +85.3% |
| 5Y | +44.9% | -19.3% | +64.2% | +50.9% |
| 10Y | +564.1% | +67.5% | +496.6% | +367.7% |
| All | +257,669.3% | +851.8% | +256,817.5% | +62,315.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 all: compounded portfolio wealth divided by compounded PNR 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…
all analysis · Full analysis span regression · 6 months rolling