+262.6%
AMZN vs SPOT
+215.3%
+47.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.4% |
| 7D | -1.0% | -6.5% | +5.5% | +1.1% |
| 30D | -9.2% | +2.2% | -11.4% | -10.0% |
| 3M | +3.4% | +5.4% | -2.0% | +1.0% |
| 6M | +18.2% | -4.0% | +22.2% | +17.6% |
| YTD | +9.3% | -9.9% | +19.3% | +10.0% |
| 1Y | +5.9% | -27.3% | +33.2% | +14.3% |
| 3Y | +82.6% | +236.4% | -153.8% | +9.0% |
| 5Y | +44.9% | +112.6% | -67.7% | -8.4% |
| All | +262.6% | +215.3% | +47.4% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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