+85.6%
AMZN vs SN
+397.9%
-312.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.0% |
| 7D | +7.9% | +7.2% | +0.7% | +6.1% |
| 30D | -0.2% | +20.4% | -20.6% | -4.8% |
| 3M | -4.8% | +23.9% | -28.7% | -10.0% |
| 6M | -5.7% | +93.0% | -98.8% | -21.3% |
| YTD | +12.3% | +99.2% | -86.9% | -7.9% |
| 1Y | +6.7% | +142.6% | -135.9% | -17.4% |
| 3Y | +85.6% | +398.8% | -313.2% | +17.1% |
| All | +85.6% | +397.9% | -312.4% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling