+555.5%
AMZN vs TLT
-21.3%
+576.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.8% |
| 30D | -6.4% | -0.3% | -6.1% | -6.4% |
| 3M | +4.8% | -1.7% | +6.5% | +4.7% |
| 6M | +20.5% | -4.9% | +25.4% | +20.2% |
| YTD | +11.3% | -2.8% | +14.1% | +11.2% |
| 1Y | +9.0% | -4.2% | +13.2% | +8.7% |
| 3Y | +85.9% | -1.1% | +87.0% | +85.3% |
| 5Y | +45.8% | -33.7% | +79.5% | +33.3% |
| 10Y | +555.5% | -20.7% | +576.2% | +600.5% |
| All | +555.5% | -21.3% | +576.8% | +600.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 10y: compounded portfolio wealth divided by compounded TLT 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…
10y analysis · Full analysis span regression · 6 months rolling