+554.3%
AMZN vs SPY
+321.4%
+232.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | -1.0% | -0.4% | -0.7% | -0.6% |
| 30D | -9.2% | -1.4% | -7.9% | -7.7% |
| 3M | +3.4% | +3.7% | -0.3% | -0.9% |
| 6M | +18.2% | +13.0% | +5.2% | +2.4% |
| YTD | +9.3% | +12.4% | -3.0% | -4.6% |
| 1Y | +5.9% | +18.5% | -12.6% | -13.1% |
| 3Y | +82.6% | +77.6% | +5.0% | -4.7% |
| 5Y | +44.9% | +81.7% | -36.8% | -24.0% |
| All | +554.3% | +321.4% | +232.9% | +36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling