+58.3%
AMZN vs QS
-47.4%
+105.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -2.7% | -5.0% | +2.2% | -2.3% |
| 30D | -7.5% | -18.3% | +10.8% | -6.1% |
| 3M | +5.8% | -26.0% | +31.8% | +8.0% |
| 6M | +17.5% | -24.0% | +41.6% | +19.3% |
| YTD | +9.1% | -50.3% | +59.4% | +14.0% |
| 1Y | +9.4% | -38.0% | +47.3% | +11.2% |
| 3Y | +82.2% | -24.6% | +106.8% | +72.7% |
| 5Y | +45.2% | -75.4% | +120.6% | +40.8% |
| All | +58.3% | -47.4% | +105.7% | +64.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling