+643.8%
AMZN vs TER
+1,060.7%
-416.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.7% |
| 7D | +2.8% | +24.0% | -21.2% | -3.4% |
| 30D | +3.4% | -30.6% | +34.1% | +13.2% |
| 3M | +0.1% | -34.5% | +34.5% | +9.9% |
| 6M | +0.6% | -26.4% | +27.0% | +2.1% |
| YTD | +15.9% | +36.4% | -20.6% | -8.6% |
| 1Y | +9.5% | +47.4% | -37.9% | -16.3% |
| 3Y | +86.3% | +202.6% | -116.3% | 0.0% |
| 5Y | +51.7% | +83.9% | -32.2% | -5.7% |
| All | +643.8% | +1,060.7% | -416.8% | +125.6% |
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