+6,388.1%
AMZN vs SPXU
-100.0%
+6,488.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | +0.2% |
| 7D | +2.8% | -7.6% | +10.4% | -0.1% |
| 30D | +5.0% | +5.3% | -0.4% | +8.0% |
| 3M | +0.6% | +9.6% | -9.1% | +5.6% |
| 6M | -1.3% | -4.5% | +3.2% | -0.6% |
| YTD | +15.5% | -25.9% | +41.4% | +7.4% |
| 1Y | +12.2% | -28.9% | +41.1% | +3.2% |
| 3Y | +87.0% | -80.5% | +167.5% | +20.5% |
| 5Y | +51.3% | -83.4% | +134.7% | +12.9% |
| 10Y | +621.7% | -99.5% | +721.2% | +129.0% |
| All | +6,388.1% | -100.0% | +6,488.1% | +602.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling