+9.0%
AMZN vs TLN
-8.6%
+17.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | +8.0% | +1.1% | +7.0% | +7.8% |
| 30D | +3.2% | -4.6% | +7.8% | +3.5% |
| 3M | -2.6% | +5.2% | -7.8% | -3.5% |
| 6M | -0.7% | -6.5% | +5.9% | -1.3% |
| YTD | +17.4% | -3.6% | +21.0% | +15.7% |
| 1Y | +9.0% | -8.2% | +17.3% | +7.4% |
| All | +9.0% | -8.6% | +17.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLN.
Daily Out/Under-Performance
Portfolio return minus TLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLN 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 1y: compounded portfolio wealth divided by compounded TLN 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…
1y analysis · Full analysis span regression · 6 months rolling