+264,716.1%
AMZN vs T
+542.7%
+264,173.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.1% |
| 7D | +7.9% | +1.0% | +6.9% | +7.6% |
| 30D | -0.2% | -10.6% | +10.4% | +2.6% |
| 3M | -4.8% | -7.7% | +3.0% | -3.1% |
| 6M | -5.7% | -13.3% | +7.6% | -2.7% |
| YTD | +12.3% | -8.8% | +21.1% | +13.3% |
| 1Y | +6.7% | -8.4% | +15.1% | +7.4% |
| 3Y | +85.6% | +59.6% | +25.9% | +51.2% |
| 5Y | +47.4% | +52.1% | -4.7% | +19.9% |
| 10Y | +586.8% | +56.9% | +530.0% | +430.7% |
| All | +264,716.1% | +542.7% | +264,173.4% | +83,114.7% |
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