+263,909.3%
AMZN vs USB
+1,047.6%
+262,861.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.0% | +1.4% | -4.4% | -3.5% |
| 30D | -5.2% | -1.3% | -3.9% | -4.8% |
| 3M | +1.9% | +15.2% | -13.4% | -3.4% |
| 6M | +19.2% | +18.8% | +0.4% | +11.7% |
| YTD | +12.0% | +21.0% | -9.0% | +4.0% |
| 1Y | +9.7% | +34.0% | -24.3% | -2.0% |
| 3Y | +87.2% | +95.3% | -8.2% | +43.4% |
| 5Y | +48.7% | +40.4% | +8.3% | +25.5% |
| 10Y | +569.3% | +107.3% | +462.0% | +347.5% |
| All | +263,909.3% | +1,047.6% | +262,861.7% | +35,676.8% |
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 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