+12,512.0%
AMZN vs UMC
+277.8%
+12,234.2%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -2.1% |
| 7D | +0.8% | +6.6% | -5.8% | -1.3% |
| 30D | -6.4% | +16.6% | -22.9% | -10.9% |
| 3M | +4.8% | +11.0% | -6.2% | -1.7% |
| 6M | +20.5% | +131.3% | -110.8% | -12.1% |
| YTD | +11.3% | +182.5% | -171.2% | -25.4% |
| 1Y | +9.0% | +222.3% | -213.3% | -30.1% |
| 3Y | +85.9% | +253.0% | -167.1% | +13.6% |
| 5Y | +45.8% | +141.8% | -96.1% | -0.8% |
| 10Y | +555.5% | +1,772.2% | -1,216.7% | +104.4% |
| All | +12,512.0% | +277.8% | +12,234.2% | +4,099.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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