+641.7%
AMZN vs RUN
+68.6%
+573.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +2.8% | -13.5% | +16.4% | +4.5% |
| 30D | +5.0% | +18.3% | -13.3% | +2.3% |
| 3M | +0.6% | -12.5% | +13.1% | +1.5% |
| 6M | -1.3% | -40.3% | +39.0% | +3.8% |
| YTD | +15.5% | -53.1% | +68.6% | +22.3% |
| 1Y | +12.2% | -54.3% | +66.5% | +18.9% |
| 3Y | +87.0% | -6.5% | +93.5% | +51.9% |
| 5Y | +51.3% | -85.3% | +136.6% | +51.8% |
| All | +641.7% | +68.6% | +573.1% | +359.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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