+76.0%
AMZN vs TRI
-20.3%
+96.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -2.7% | -14.4% | +11.7% | -0.7% |
| 30D | -7.5% | -8.1% | +0.6% | -6.5% |
| 3M | +5.8% | +17.5% | -11.7% | +2.4% |
| 6M | +17.5% | -5.0% | +22.5% | +18.0% |
| YTD | +9.1% | -24.7% | +33.8% | +16.4% |
| 1Y | +9.4% | -41.5% | +50.9% | +25.3% |
| All | +76.0% | -20.3% | +96.3% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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