+265,645.5%
AMZN vs USB
+992.2%
+264,653.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.4% |
| 7D | +6.7% | -1.5% | +8.2% | +7.3% |
| 30D | +1.5% | +4.3% | -2.8% | -0.1% |
| 3M | -4.6% | -6.1% | +1.5% | -2.6% |
| 6M | -4.9% | +9.4% | -14.3% | -8.3% |
| YTD | +12.7% | +15.2% | -2.4% | +6.4% |
| 1Y | +4.0% | +32.8% | -28.8% | -6.9% |
| 3Y | +87.7% | +91.3% | -3.6% | +45.5% |
| 5Y | +47.9% | +22.7% | +25.2% | +31.1% |
| 10Y | +589.3% | +97.0% | +492.2% | +368.7% |
| All | +265,645.5% | +992.2% | +264,653.3% | +36,503.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling