+193.2%
AMZN vs TW
+301.3%
-108.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | +2.8% | +3.9% | -1.1% | +1.7% |
| 30D | +5.0% | +19.9% | -15.0% | -0.6% |
| 3M | +0.6% | +25.9% | -25.4% | -6.3% |
| 6M | -1.3% | +21.1% | -22.4% | -7.6% |
| YTD | +15.5% | +23.9% | -8.4% | +6.2% |
| 1Y | +12.2% | +21.2% | -9.0% | +3.9% |
| 3Y | +87.0% | +44.8% | +42.2% | +56.6% |
| 5Y | +51.3% | +41.4% | +9.9% | +22.9% |
| All | +193.2% | +301.3% | -108.1% | +92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling