+263,909.3%
AMZN vs TAP
+471.4%
+263,437.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -3.0% | -2.3% | -0.7% | -2.6% |
| 30D | -5.2% | -2.1% | -3.0% | -4.9% |
| 3M | +1.9% | +6.6% | -4.8% | +0.7% |
| 6M | +19.2% | -11.5% | +30.7% | +21.0% |
| YTD | +12.0% | -10.3% | +22.3% | +13.2% |
| 1Y | +9.7% | -14.4% | +24.1% | +11.4% |
| 3Y | +87.2% | -28.3% | +115.4% | +94.0% |
| 5Y | +48.7% | +1.7% | +46.9% | +45.2% |
| 10Y | +569.3% | -49.2% | +618.6% | +606.0% |
| All | +263,909.3% | +471.4% | +263,437.9% | +172,944.6% |
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