+6,189.8%
AMZN vs SPXU
-100.0%
+6,289.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | +0.3% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -5.2% | +0.8% | -6.0% | -4.8% |
| 3M | +1.9% | -4.7% | +6.6% | +1.2% |
| 6M | +19.2% | -29.6% | +48.8% | +6.8% |
| YTD | +12.0% | -29.9% | +41.9% | +0.7% |
| 1Y | +9.7% | -39.1% | +48.8% | -5.4% |
| 3Y | +87.2% | -80.0% | +167.2% | +21.5% |
| 5Y | +48.7% | -86.0% | +134.7% | +3.7% |
| 10Y | +569.3% | -99.5% | +668.9% | +106.4% |
| All | +6,189.8% | -100.0% | +6,289.8% | +558.9% |
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