+555.5%
AMZN vs TPR
+305.2%
+250.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | +0.1% |
| 7D | +0.8% | -3.4% | +4.2% | +1.5% |
| 30D | -6.4% | -27.3% | +20.9% | -0.6% |
| 3M | +4.8% | -16.2% | +21.0% | +8.0% |
| 6M | +20.5% | -17.9% | +38.4% | +24.3% |
| YTD | +11.3% | -7.1% | +18.4% | +11.6% |
| 1Y | +9.0% | +13.6% | -4.7% | +4.4% |
| 3Y | +85.9% | +293.7% | -207.8% | +36.6% |
| 5Y | +45.8% | +239.1% | -193.3% | +8.4% |
| 10Y | +555.5% | +311.2% | +244.3% | +387.6% |
| All | +555.5% | +305.2% | +250.3% | +387.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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