+76.4%
AMZN vs UL
+21.6%
+54.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.9% |
| 7D | -1.0% | -3.2% | +2.2% | -1.3% |
| 30D | -9.2% | -0.6% | -8.6% | -9.3% |
| 3M | +3.4% | +9.4% | -6.1% | +4.1% |
| 6M | +18.2% | -4.1% | +22.4% | +16.9% |
| YTD | +9.3% | -2.0% | +11.3% | +8.5% |
| 1Y | +5.9% | -9.0% | +14.9% | +4.0% |
| All | +76.4% | +21.6% | +54.8% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded UL 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling