+85.6%
AMZN vs TLT
+6.6%
+79.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.4% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | -0.2% | +6.2% | -6.4% | 0.0% |
| 3M | -4.8% | +0.1% | -4.8% | -4.7% |
| 6M | -5.7% | -3.0% | -2.7% | -5.8% |
| YTD | +12.3% | -2.7% | +15.1% | +12.3% |
| 1Y | +6.7% | -4.8% | +11.5% | +6.3% |
| 3Y | +85.6% | +6.9% | +78.6% | +70.7% |
| All | +85.6% | +6.6% | +79.0% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling