+9.7%
AMZN vs T
-7.8%
+17.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | -0.3% |
| 7D | -3.0% | -1.3% | -1.7% | -3.1% |
| 30D | -5.2% | +11.4% | -16.5% | -3.9% |
| 3M | +1.9% | +14.3% | -12.4% | +3.7% |
| 6M | +19.2% | -9.3% | +28.5% | +17.0% |
| YTD | +12.0% | +7.1% | +4.9% | +13.0% |
| 1Y | +9.7% | -9.1% | +18.8% | +6.3% |
| All | +9.7% | -7.8% | +17.5% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 1y: compounded portfolio wealth divided by compounded T 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…
1y analysis · Full analysis span regression · 6 months rolling