+1,067.8%
AMZN vs TRU
+228.6%
+839.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.5% |
| 7D | +0.8% | -7.2% | +8.0% | +3.6% |
| 30D | -6.4% | -2.8% | -3.6% | -5.5% |
| 3M | +4.8% | +13.0% | -8.2% | -1.2% |
| 6M | +20.5% | +0.7% | +19.8% | +18.1% |
| YTD | +11.3% | -9.0% | +20.3% | +12.3% |
| 1Y | +9.0% | -16.3% | +25.3% | +13.0% |
| 3Y | +85.9% | -1.1% | +87.0% | +70.5% |
| 5Y | +45.8% | -36.0% | +81.8% | +56.0% |
| 10Y | +555.5% | +139.9% | +415.6% | +318.3% |
| All | +1,067.8% | +228.6% | +839.2% | +596.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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