+34,904.7%
AMZN vs TLT
+130.6%
+34,774.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.1% |
| 7D | -3.0% | -0.4% | -2.5% | -3.1% |
| 30D | -5.2% | -0.6% | -4.6% | -5.4% |
| 3M | +1.9% | -2.7% | +4.6% | +0.8% |
| 6M | +19.2% | -5.6% | +24.9% | +16.5% |
| YTD | +12.0% | -2.8% | +14.8% | +10.8% |
| 1Y | +9.7% | -1.4% | +11.1% | +9.1% |
| 3Y | +87.2% | -1.6% | +88.7% | +86.8% |
| 5Y | +48.7% | -33.8% | +82.5% | +21.5% |
| 10Y | +569.3% | -21.1% | +590.5% | +522.4% |
| All | +34,904.7% | +130.6% | +34,774.2% | +85,534.7% |
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 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