+45.8%
AMZN vs STM
+20.9%
+24.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +0.8% | +5.2% | -4.4% | -0.9% |
| 30D | -6.4% | -7.4% | +1.0% | -4.3% |
| 3M | +4.8% | -30.6% | +35.4% | +15.4% |
| 6M | +20.5% | +66.4% | -45.9% | -6.9% |
| YTD | +11.3% | +101.1% | -89.8% | -21.1% |
| 1Y | +9.0% | +97.4% | -88.4% | -23.2% |
| 3Y | +85.9% | +21.1% | +64.8% | +50.5% |
| 5Y | +45.8% | +22.5% | +23.3% | +10.5% |
| All | +45.8% | +20.9% | +24.9% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STM 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling