+555.5%
AMZN vs STT
+264.2%
+291.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +0.8% | +2.2% | -1.4% | +0.1% |
| 30D | -6.4% | +3.9% | -10.3% | -7.6% |
| 3M | +4.8% | +19.2% | -14.4% | -1.3% |
| 6M | +20.5% | +60.4% | -39.9% | +2.8% |
| YTD | +11.3% | +51.5% | -40.1% | -3.5% |
| 1Y | +9.0% | +76.3% | -67.3% | -10.2% |
| 3Y | +85.9% | +200.7% | -114.8% | +28.6% |
| 5Y | +45.8% | +157.5% | -111.7% | +3.1% |
| 10Y | +555.5% | +262.0% | +293.5% | +316.9% |
| All | +555.5% | +264.2% | +291.3% | +316.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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