+35,011.7%
AMZN vs TLT
+130.7%
+34,881.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.1% |
| 3M | -4.8% | +0.1% | -4.8% | -4.7% |
| 6M | -5.7% | -3.0% | -2.7% | -6.7% |
| YTD | +12.3% | -2.7% | +15.1% | +11.2% |
| 1Y | +6.7% | -4.8% | +11.5% | +4.7% |
| 3Y | +85.6% | +6.9% | +78.6% | +91.9% |
| 5Y | +47.4% | -34.5% | +81.8% | +19.9% |
| 10Y | +586.8% | -17.3% | +604.1% | +559.0% |
| All | +35,011.7% | +130.7% | +34,881.0% | +85,860.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling