+565.7%
AMZN vs SPXU
-99.6%
+665.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.4% | +1.0% |
| 7D | -0.7% | +2.5% | -3.2% | +0.4% |
| 30D | -3.9% | +4.2% | -8.1% | -2.2% |
| 3M | +6.3% | -9.3% | +15.6% | +3.3% |
| 6M | +20.8% | -30.7% | +51.4% | +7.0% |
| YTD | +11.2% | -28.1% | +39.4% | +0.6% |
| 1Y | +11.7% | -35.2% | +46.9% | -1.9% |
| 3Y | +79.4% | -79.9% | +159.4% | +14.7% |
| 5Y | +48.0% | -86.4% | +134.4% | +0.4% |
| All | +565.7% | -99.6% | +665.2% | +91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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