+273,029.3%
AMZN vs TFC
+608.6%
+272,420.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | +3.4% | +8.6% | -5.2% | +0.2% |
| 3M | +0.1% | -4.3% | +4.4% | +1.5% |
| 6M | +0.6% | +5.4% | -4.8% | -2.0% |
| YTD | +15.9% | +4.5% | +11.4% | +12.9% |
| 1Y | +9.5% | +14.0% | -4.5% | +3.2% |
| 3Y | +86.3% | +93.4% | -7.1% | +42.3% |
| 5Y | +51.7% | +0.5% | +51.3% | +43.6% |
| 10Y | +623.8% | +77.7% | +546.1% | +382.1% |
| All | +273,029.3% | +608.6% | +272,420.7% | +63,166.7% |
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