+560.7%
AMZN vs TPR
+383.4%
+177.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +7.9% | +14.2% | -6.3% | +5.1% |
| 30D | -0.2% | +17.1% | -17.3% | -3.5% |
| 3M | -4.8% | -17.7% | +13.0% | -1.6% |
| 6M | -5.7% | -10.2% | +4.5% | -4.6% |
| YTD | +12.3% | +4.9% | +7.4% | +9.6% |
| 1Y | +6.7% | +36.1% | -29.4% | -1.4% |
| 3Y | +85.6% | +416.5% | -330.9% | +29.4% |
| 5Y | +47.4% | +254.8% | -207.4% | +7.9% |
| All | +560.7% | +383.4% | +177.3% | +392.7% |
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