+55.6%
AMZN vs TFC
-1.6%
+57.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.0% | +1.7% | +6.3% | +7.4% |
| 30D | +3.2% | +9.0% | -5.8% | -0.2% |
| 3M | -2.6% | -2.1% | -0.5% | -2.0% |
| 6M | -0.7% | +3.4% | -4.0% | -2.6% |
| YTD | +17.4% | +5.3% | +12.1% | +13.7% |
| 1Y | +9.0% | +16.2% | -7.1% | +1.5% |
| 3Y | +88.7% | +94.8% | -6.1% | +41.6% |
| 5Y | +55.6% | -0.7% | +56.2% | +62.2% |
| All | +55.6% | -1.6% | +57.2% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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