+45.8%
AMZN vs SPOT
+108.1%
-62.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.3% |
| 7D | +0.8% | -2.9% | +3.7% | +1.8% |
| 30D | -6.4% | +8.3% | -14.7% | -9.1% |
| 3M | +4.8% | +5.1% | -0.3% | +2.2% |
| 6M | +20.5% | -6.5% | +27.0% | +21.1% |
| YTD | +11.3% | -9.0% | +20.3% | +11.8% |
| 1Y | +9.0% | -26.4% | +35.4% | +18.5% |
| 3Y | +85.9% | +240.0% | -154.1% | -1.6% |
| 5Y | +45.8% | +111.7% | -65.9% | -22.7% |
| All | +45.8% | +108.1% | -62.4% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling