+276,532.2%
AMZN vs T
+551.9%
+275,980.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.3% |
| 7D | +8.0% | +2.6% | +5.5% | +7.3% |
| 30D | +3.2% | -1.1% | +4.3% | +3.2% |
| 3M | -2.6% | -7.7% | +5.1% | -0.9% |
| 6M | -0.7% | -10.6% | +10.0% | +1.6% |
| YTD | +17.4% | -7.5% | +24.8% | +17.9% |
| 1Y | +9.0% | -7.4% | +16.5% | +9.4% |
| 3Y | +88.7% | +63.1% | +25.6% | +52.8% |
| 5Y | +55.6% | +55.2% | +0.4% | +25.8% |
| 10Y | +629.7% | +58.8% | +570.9% | +461.8% |
| All | +276,532.2% | +551.9% | +275,980.3% | +86,460.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling