+564.1%
AMZN vs TER
+1,819.9%
-1,255.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.7% |
| 7D | -1.0% | +12.4% | -13.4% | -4.3% |
| 30D | -9.2% | +5.1% | -14.4% | -11.2% |
| 3M | +3.4% | +4.0% | -0.6% | -2.1% |
| 6M | +18.2% | +29.5% | -11.3% | +1.1% |
| YTD | +9.3% | +98.5% | -89.1% | -20.9% |
| 1Y | +5.9% | +234.1% | -228.1% | -37.7% |
| 3Y | +82.6% | +289.0% | -206.4% | -5.8% |
| 5Y | +44.9% | +228.2% | -183.3% | -23.0% |
| 10Y | +564.1% | +1,895.7% | -1,331.6% | +62.6% |
| All | +564.1% | +1,819.9% | -1,255.9% | +62.6% |
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