+629.7%
AMZN vs USB
+87.1%
+542.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +8.0% | +1.4% | +6.6% | +7.7% |
| 30D | +3.2% | +6.4% | -3.2% | +1.4% |
| 3M | -2.6% | -4.5% | +1.9% | -1.5% |
| 6M | -0.7% | +11.4% | -12.0% | -3.8% |
| YTD | +17.4% | +17.1% | +0.3% | +11.9% |
| 1Y | +9.0% | +32.6% | -23.5% | +0.5% |
| 3Y | +88.7% | +101.8% | -13.2% | +55.6% |
| 5Y | +55.6% | +25.1% | +30.5% | +41.4% |
| 10Y | +629.7% | +84.9% | +544.9% | +543.0% |
| All | +629.7% | +87.1% | +542.7% | +543.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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