+289.2%
AMZN vs SPOT
+265.4%
+23.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.6% |
| 7D | +8.0% | +1.0% | +7.0% | +7.8% |
| 30D | +3.2% | +14.6% | -11.4% | -1.7% |
| 3M | -2.6% | +18.4% | -21.0% | -8.7% |
| 6M | -0.7% | +45.1% | -45.8% | -13.8% |
| YTD | +17.4% | +4.4% | +13.0% | +11.6% |
| 1Y | +9.0% | -2.7% | +11.7% | +6.0% |
| 3Y | +88.7% | +254.6% | -165.9% | +10.4% |
| 5Y | +55.6% | +124.8% | -69.2% | -4.1% |
| All | +289.2% | +265.4% | +23.8% | +76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling