+272,508.4%
AMZN vs TAP
+462.2%
+272,046.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.2% | +4.1% | +3.1% |
| 7D | +8.7% | -7.8% | +16.5% | +10.0% |
| 30D | +1.7% | +7.1% | -5.4% | +0.5% |
| 3M | -2.8% | -7.0% | +4.3% | -1.9% |
| 6M | -2.1% | -3.8% | +1.7% | -1.9% |
| YTD | +15.6% | -11.7% | +27.3% | +16.9% |
| 1Y | +9.2% | -10.1% | +19.3% | +10.0% |
| 3Y | +89.9% | -23.7% | +113.6% | +94.6% |
| 5Y | +49.3% | +2.9% | +46.4% | +45.4% |
| 10Y | +591.6% | -49.5% | +641.1% | +628.3% |
| All | +272,508.4% | +462.2% | +272,046.2% | +178,636.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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