+553.0%
AMZN vs RUN
+43.4%
+509.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | 0.0% |
| 7D | -2.7% | -3.4% | +0.7% | -2.3% |
| 30D | -7.5% | -14.0% | +6.5% | -5.9% |
| 3M | +5.8% | -27.5% | +33.3% | +9.5% |
| 6M | +17.5% | -29.0% | +46.5% | +21.2% |
| YTD | +9.1% | -53.1% | +62.2% | +16.3% |
| 1Y | +9.4% | -46.7% | +56.1% | +13.7% |
| 3Y | +82.2% | -38.3% | +120.5% | +58.0% |
| 5Y | +45.2% | -80.7% | +125.9% | +40.4% |
| All | +553.0% | +43.4% | +509.6% | +297.9% |
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