+61.4%
AMZN vs QS
-46.4%
+107.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | 0.0% | +1.8% |
| 7D | -0.7% | -3.6% | +3.0% | -0.4% |
| 30D | -3.9% | -17.2% | +13.3% | -2.6% |
| 3M | +6.3% | -27.0% | +33.3% | +8.6% |
| 6M | +20.8% | -24.6% | +45.3% | +22.6% |
| YTD | +11.2% | -49.3% | +60.6% | +16.0% |
| 1Y | +11.7% | -40.3% | +52.0% | +13.9% |
| 3Y | +79.4% | -23.8% | +103.3% | +69.9% |
| 5Y | +48.0% | -75.0% | +123.0% | +43.3% |
| All | +61.4% | -46.4% | +107.8% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded QS 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling