+257,148.5%
AMZN vs SU
+3,933.2%
+253,215.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.7% | +1.7% | -4.4% | -3.1% |
| 30D | -7.5% | +9.6% | -17.1% | -9.6% |
| 3M | +5.8% | +11.7% | -5.9% | +2.7% |
| 6M | +17.5% | +21.9% | -4.4% | +11.1% |
| YTD | +9.1% | +58.6% | -49.5% | -3.3% |
| 1Y | +9.4% | +66.5% | -57.2% | -4.4% |
| 3Y | +82.2% | +121.4% | -39.2% | +46.6% |
| 5Y | +45.2% | +355.7% | -310.5% | -4.6% |
| 10Y | +562.7% | +264.2% | +298.5% | +319.9% |
| All | +257,148.5% | +3,933.2% | +253,215.3% | +78,876.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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