+76.0%
AMZN vs TW
+20.3%
+55.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -2.7% | -2.7% | 0.0% | -2.5% |
| 30D | -7.5% | -1.7% | -5.7% | -7.3% |
| 3M | +5.8% | +1.6% | +4.2% | +5.3% |
| 6M | +17.5% | -17.7% | +35.2% | +19.8% |
| YTD | +9.1% | -4.3% | +13.5% | +8.8% |
| 1Y | +9.4% | -13.1% | +22.5% | +10.9% |
| All | +76.0% | +20.3% | +55.8% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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