+178.8%
AMZN vs TXG
+21.5%
+157.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -1.4% |
| 7D | +0.8% | +9.4% | -8.6% | -0.8% |
| 30D | -6.4% | +26.1% | -32.5% | -10.6% |
| 3M | +4.8% | +124.8% | -120.0% | -11.0% |
| 6M | +20.5% | +215.2% | -194.7% | -5.0% |
| YTD | +11.3% | +302.2% | -290.9% | -17.0% |
| 1Y | +9.0% | +370.9% | -362.0% | -22.3% |
| 3Y | +85.9% | +38.5% | +47.4% | +56.1% |
| 5Y | +45.8% | -64.4% | +110.1% | +36.4% |
| All | +178.8% | +21.5% | +157.3% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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