+6.9%
AMZN vs Q
+28.9%
-22.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -2.1% |
| 7D | +0.1% | +6.6% | -6.5% | -0.9% |
| 30D | +2.6% | +2.7% | -0.2% | +2.0% |
| 3M | -2.2% | -8.4% | +6.1% | -1.6% |
| 6M | -1.0% | -17.3% | +16.3% | -0.6% |
| YTD | +15.3% | +55.3% | -40.0% | +0.3% |
| 1Y | +6.9% | +31.5% | -24.6% | -3.6% |
| All | +6.9% | +28.9% | -22.0% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling