+12.2%
AMZN vs TER
+41.9%
-29.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | 0.0% |
| 7D | +2.8% | +14.4% | -11.5% | +1.9% |
| 30D | +5.0% | -30.6% | +35.5% | +7.0% |
| 3M | +0.6% | -39.2% | +39.8% | +3.0% |
| 6M | -1.3% | -31.3% | +30.0% | -1.3% |
| YTD | +15.5% | +29.1% | -13.6% | +5.2% |
| 1Y | +12.2% | +47.4% | -35.2% | -1.6% |
| All | +12.2% | +41.9% | -29.6% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling