+629.7%
AMZN vs PR
+65.1%
+564.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.4% |
| 7D | +8.0% | -9.5% | +17.5% | +8.6% |
| 30D | +3.2% | -5.7% | +8.9% | +3.4% |
| 3M | -2.6% | +3.0% | -5.6% | -2.9% |
| 6M | -0.7% | +11.8% | -12.5% | -1.5% |
| YTD | +17.4% | +58.5% | -41.1% | +13.9% |
| 1Y | +9.0% | +69.9% | -60.8% | +5.4% |
| 3Y | +88.7% | +84.9% | +3.8% | +81.0% |
| 5Y | +55.6% | +246.4% | -190.9% | +44.0% |
| 10Y | +629.7% | +70.3% | +559.4% | +733.8% |
| All | +629.7% | +65.1% | +564.7% | +733.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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