+87.5%
AMZN vs TPR
+308.4%
-220.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.0% | -2.3% | -0.7% | -2.5% |
| 30D | -5.2% | -23.0% | +17.8% | -0.2% |
| 3M | +1.9% | -12.5% | +14.3% | +4.2% |
| 6M | +19.2% | -21.4% | +40.7% | +24.2% |
| YTD | +12.0% | -3.5% | +15.5% | +11.1% |
| 1Y | +9.7% | +17.4% | -7.7% | +3.2% |
| All | +87.5% | +308.4% | -220.8% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling