+81.0%
AMZN vs U
-33.1%
+114.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.2% |
| 7D | +2.8% | +2.8% | 0.0% | +2.1% |
| 30D | +3.4% | +7.6% | -4.2% | +1.2% |
| 3M | +0.1% | +12.7% | -12.6% | -3.3% |
| 6M | +0.6% | +87.0% | -86.4% | -13.8% |
| YTD | +15.9% | +13.6% | +2.3% | +7.2% |
| 1Y | +9.5% | +25.3% | -15.8% | -1.3% |
| 3Y | +86.3% | +85.8% | +0.5% | +39.0% |
| 5Y | +51.7% | -74.5% | +126.2% | +54.0% |
| All | +81.0% | -33.1% | +114.1% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling