+565.7%
AMZN vs TNA
+86.1%
+479.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.9% | +1.7% |
| 7D | -0.7% | -7.3% | +6.6% | +1.1% |
| 30D | -3.9% | -14.2% | +10.2% | -0.5% |
| 3M | +6.3% | -4.6% | +10.9% | +7.0% |
| 6M | +20.8% | +36.9% | -16.2% | +10.4% |
| YTD | +11.2% | +42.5% | -31.3% | 0.0% |
| 1Y | +11.7% | +45.8% | -34.1% | -1.1% |
| 3Y | +79.4% | +104.7% | -25.2% | +35.3% |
| 5Y | +48.0% | -21.7% | +69.7% | +28.2% |
| All | +565.7% | +86.1% | +479.6% | +337.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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