+564.1%
AMZN vs SPGI
+287.8%
+276.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -0.4% |
| 7D | -1.0% | -3.1% | +2.1% | +0.5% |
| 30D | -9.2% | +2.0% | -11.3% | -10.3% |
| 3M | +3.4% | +4.3% | -1.0% | +0.2% |
| 6M | +18.2% | -0.2% | +18.5% | +16.8% |
| YTD | +9.3% | -14.8% | +24.1% | +16.7% |
| 1Y | +5.9% | -18.5% | +24.5% | +15.4% |
| 3Y | +82.6% | +16.0% | +66.6% | +61.6% |
| 5Y | +44.9% | +2.2% | +42.7% | +34.9% |
| 10Y | +564.1% | +296.4% | +267.7% | +203.7% |
| All | +564.1% | +287.8% | +276.3% | +203.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPGI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling