+47.3%
AMZN vs TER
+197.9%
-150.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.6% | -1.6% |
| 7D | -3.0% | +0.6% | -3.6% | -3.2% |
| 30D | -5.2% | -8.3% | +3.1% | -3.7% |
| 3M | +1.9% | -12.2% | +14.1% | +1.3% |
| 6M | +19.2% | +17.1% | +2.2% | +4.8% |
| YTD | +12.0% | +84.7% | -72.7% | -17.7% |
| 1Y | +9.7% | +199.9% | -190.2% | -34.5% |
| 3Y | +87.2% | +232.8% | -145.6% | -3.2% |
| All | +47.3% | +197.9% | -150.6% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling