+641.7%
AMZN vs T
+60.4%
+581.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | +2.5% | +0.3% | +2.4% |
| 30D | +5.0% | -3.8% | +8.7% | +5.4% |
| 3M | +0.6% | -8.7% | +9.3% | +1.7% |
| 6M | -1.3% | -8.1% | +6.8% | -0.4% |
| YTD | +15.5% | -6.4% | +22.0% | +15.6% |
| 1Y | +12.2% | -9.8% | +22.0% | +13.0% |
| 3Y | +87.0% | +65.5% | +21.5% | +59.5% |
| 5Y | +51.3% | +57.0% | -5.7% | +30.0% |
| All | +641.7% | +60.4% | +581.3% | +491.2% |
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