+37.4%
AMZN vs TEM
+53.2%
-15.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -1.3% |
| 7D | -1.0% | -1.1% | +0.1% | -0.9% |
| 30D | -9.2% | +11.3% | -20.5% | -10.8% |
| 3M | +3.4% | +25.5% | -22.2% | -0.1% |
| 6M | +18.2% | +17.1% | +1.1% | +14.4% |
| YTD | +9.3% | +3.8% | +5.6% | +6.8% |
| 1Y | +5.9% | -24.4% | +30.3% | +6.4% |
| All | +37.4% | +53.2% | -15.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 5y: compounded portfolio wealth divided by compounded TEM 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…
5y analysis · Full analysis span regression · 6 months rolling