+172.7%
AMZN vs TE
-52.9%
+225.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.3% | +1.9% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | -3.9% | -5.9% | +2.0% | -3.7% |
| 3M | +6.3% | -45.6% | +51.9% | +10.1% |
| 6M | +20.8% | -43.4% | +64.1% | +22.3% |
| YTD | +11.2% | -31.0% | +42.2% | +9.5% |
| 1Y | +11.7% | +145.2% | -133.5% | -5.4% |
| 3Y | +79.4% | -24.1% | +103.5% | +62.6% |
| 5Y | +48.0% | -48.1% | +96.2% | +36.5% |
| All | +172.7% | -52.9% | +225.6% | +175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 10y: compounded portfolio wealth divided by compounded TE 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…
10y analysis · Full analysis span regression · 6 months rolling