+87.0%
AMZN vs UL
+36.1%
+51.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.2% |
| 7D | +2.8% | +1.1% | +1.7% | +2.9% |
| 30D | +5.0% | +4.5% | +0.4% | +5.4% |
| 3M | +0.6% | +6.5% | -5.9% | +1.2% |
| 6M | -1.3% | +18.2% | -19.4% | +0.1% |
| YTD | +15.5% | +4.7% | +10.8% | +15.3% |
| 1Y | +12.2% | +0.8% | +11.5% | +11.3% |
| 3Y | +87.0% | +35.9% | +51.1% | +89.1% |
| All | +87.0% | +36.1% | +51.0% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling