+29,395.3%
AMZN vs TRI
+499.2%
+28,896.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.4% |
| 7D | -2.7% | -14.4% | +11.7% | +4.2% |
| 30D | -7.5% | -8.1% | +0.6% | -4.3% |
| 3M | +5.8% | +17.5% | -11.7% | -4.5% |
| 6M | +17.5% | -5.0% | +22.5% | +15.1% |
| YTD | +9.1% | -24.7% | +33.8% | +17.9% |
| 1Y | +9.4% | -41.5% | +50.9% | +33.9% |
| 3Y | +82.2% | -20.3% | +102.6% | +84.2% |
| 5Y | +45.2% | -10.9% | +56.1% | +38.7% |
| 10Y | +562.7% | +190.6% | +372.2% | +230.7% |
| All | +29,395.3% | +499.2% | +28,896.1% | +8,949.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling