+620.3%
AMZN vs USB
+84.9%
+535.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +2.6% | +5.7% | -3.2% | +1.0% |
| 3M | -2.2% | -4.7% | +2.5% | -1.1% |
| 6M | -1.0% | +13.4% | -14.5% | -4.6% |
| YTD | +15.3% | +17.0% | -1.7% | +10.0% |
| 1Y | +6.9% | +32.4% | -25.5% | -1.5% |
| 3Y | +85.4% | +101.7% | -16.3% | +52.9% |
| 5Y | +53.3% | +24.4% | +28.9% | +39.4% |
| 10Y | +620.3% | +83.6% | +536.8% | +527.7% |
| All | +620.3% | +84.9% | +535.5% | +527.7% |
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