+257,669.3%
AMZN vs TRV
+1,972.2%
+255,697.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | -9.2% | -2.3% | -6.9% | -8.4% |
| 3M | +3.4% | +22.7% | -19.3% | -5.3% |
| 6M | +18.2% | +21.9% | -3.7% | +8.3% |
| YTD | +9.3% | +27.5% | -18.1% | -1.8% |
| 1Y | +5.9% | +36.2% | -30.3% | -7.7% |
| 3Y | +82.6% | +140.6% | -58.0% | +22.8% |
| 5Y | +44.9% | +154.5% | -109.6% | -6.3% |
| 10Y | +564.1% | +295.4% | +268.7% | +228.6% |
| All | +257,669.3% | +1,972.2% | +255,697.1% | +50,304.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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