+560.7%
AMZN vs USB
+92.8%
+467.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +7.9% | 0.0% | +7.9% | +7.9% |
| 30D | -0.2% | +5.8% | -6.1% | -1.8% |
| 3M | -4.8% | -6.0% | +1.2% | -3.3% |
| 6M | -5.7% | +7.8% | -13.5% | -7.8% |
| YTD | +12.3% | +14.6% | -2.3% | +7.8% |
| 1Y | +6.7% | +31.8% | -25.1% | -1.4% |
| 3Y | +85.6% | +91.5% | -6.0% | +55.3% |
| 5Y | +47.4% | +22.0% | +25.3% | +34.8% |
| All | +560.7% | +92.8% | +467.8% | +529.8% |
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