+553.0%
AMZN vs SPY
+318.9%
+234.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | -2.7% | -2.0% | -0.7% | -0.3% |
| 30D | -7.5% | -1.7% | -5.8% | -5.6% |
| 3M | +5.8% | +4.7% | +1.1% | +0.2% |
| 6M | +17.5% | +12.5% | +5.0% | +2.4% |
| YTD | +9.1% | +11.7% | -2.6% | -4.1% |
| 1Y | +9.4% | +17.5% | -8.1% | -9.3% |
| 3Y | +82.2% | +76.6% | +5.7% | -4.2% |
| 5Y | +45.2% | +82.0% | -36.8% | -23.9% |
| All | +553.0% | +318.9% | +234.1% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SPY 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling