+7.5%
AMZN vs SN
+143.5%
-136.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | 0.0% | +2.5% |
| 7D | +8.7% | +7.6% | +1.0% | +7.4% |
| 30D | +1.7% | +24.1% | -22.4% | -1.6% |
| 3M | -2.8% | +23.7% | -26.5% | -5.9% |
| 6M | -2.1% | +105.5% | -107.6% | -15.4% |
| YTD | +15.6% | +105.1% | -89.5% | -1.4% |
| All | +7.5% | +143.5% | -136.1% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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