+85.6%
AMZN vs T
+58.8%
+26.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.5% |
| 7D | +7.9% | +1.0% | +6.9% | +8.0% |
| 30D | -0.2% | -10.6% | +10.4% | -1.6% |
| 3M | -4.8% | -7.7% | +3.0% | -5.5% |
| 6M | -5.7% | -13.3% | +7.6% | -7.3% |
| YTD | +12.3% | -8.8% | +21.1% | +11.6% |
| 1Y | +6.7% | -8.4% | +15.1% | +6.1% |
| 3Y | +85.6% | +59.6% | +25.9% | +102.2% |
| All | +85.6% | +58.8% | +26.7% | +102.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling