+564.1%
AMZN vs T
+63.2%
+500.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.5% |
| 7D | -1.0% | -3.1% | +2.1% | -0.5% |
| 30D | -9.2% | +4.6% | -13.8% | -9.9% |
| 3M | +3.4% | +12.2% | -8.9% | +1.1% |
| 6M | +18.2% | -6.5% | +24.7% | +19.3% |
| YTD | +9.3% | +4.9% | +4.5% | +7.7% |
| 1Y | +5.9% | -10.5% | +16.4% | +7.6% |
| 3Y | +82.6% | +104.6% | -22.0% | +48.7% |
| 5Y | +44.9% | +64.2% | -19.3% | +24.6% |
| 10Y | +564.1% | +68.4% | +495.6% | +432.4% |
| All | +564.1% | +63.2% | +500.9% | +432.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling