+86.2%
AMZN vs USB
+90.4%
-4.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.4% |
| 7D | +6.7% | -1.5% | +8.2% | +7.4% |
| 30D | +1.5% | +4.3% | -2.8% | -0.2% |
| 3M | -4.6% | -6.1% | +1.5% | -2.4% |
| 6M | -4.9% | +9.4% | -14.3% | -8.6% |
| YTD | +12.7% | +15.2% | -2.4% | +5.5% |
| 1Y | +4.0% | +32.8% | -28.8% | -8.4% |
| All | +86.2% | +90.4% | -4.2% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling