+263,909.3%
AMZN vs TFC
+633.6%
+263,275.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -3.0% | +2.4% | -5.4% | -3.8% |
| 30D | -5.2% | -1.3% | -3.9% | -4.8% |
| 3M | +1.9% | +6.1% | -4.2% | -0.8% |
| 6M | +19.2% | +7.3% | +11.9% | +15.5% |
| YTD | +12.0% | +8.2% | +3.8% | +7.9% |
| 1Y | +9.7% | +14.4% | -4.7% | +3.2% |
| 3Y | +87.2% | +93.7% | -6.6% | +42.4% |
| 5Y | +48.7% | +16.4% | +32.3% | +33.2% |
| 10Y | +569.3% | +101.6% | +467.8% | +323.2% |
| All | +263,909.3% | +633.6% | +263,275.7% | +60,376.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling