+591.6%
AMZN vs TER
+1,026.7%
-435.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +12.7% | -9.8% | -0.6% |
| 7D | +8.7% | -5.8% | +14.4% | +9.7% |
| 30D | +1.7% | -38.9% | +40.6% | +15.4% |
| 3M | -2.8% | -35.1% | +32.4% | +7.0% |
| 6M | -2.1% | -31.6% | +29.5% | +1.5% |
| YTD | +15.6% | +27.2% | -11.6% | -6.9% |
| 1Y | +9.2% | +35.2% | -26.0% | -14.3% |
| 3Y | +89.9% | +192.8% | -102.9% | +2.5% |
| 5Y | +49.3% | +72.4% | -23.1% | -5.5% |
| 10Y | +591.6% | +1,001.8% | -410.2% | +111.9% |
| All | +591.6% | +1,026.7% | -435.1% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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