+264,716.1%
AMZN vs TER
+1,256.3%
+263,459.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.2% |
| 7D | +7.9% | -20.5% | +28.4% | +15.1% |
| 30D | -0.2% | -47.0% | +46.8% | +20.7% |
| 3M | -4.8% | -43.3% | +38.5% | +10.9% |
| 6M | -5.7% | -42.9% | +37.2% | +4.7% |
| YTD | +12.3% | +12.9% | -0.5% | -4.7% |
| 1Y | +6.7% | +18.2% | -11.5% | -11.2% |
| 3Y | +85.6% | +151.8% | -66.2% | +11.0% |
| 5Y | +47.4% | +54.2% | -6.8% | +1.9% |
| 10Y | +586.8% | +908.2% | -321.4% | +132.0% |
| All | +264,716.1% | +1,256.3% | +263,459.8% | +50,252.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling