+271,589.3%
AMZN vs USB
+1,015.6%
+270,573.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.9% | +4.2% | +5.4% |
| 7D | +4.5% | +2.4% | +2.1% | +3.6% |
| 30D | +5.8% | +6.6% | -0.7% | +3.3% |
| 3M | -4.1% | -4.1% | 0.0% | -2.9% |
| 6M | -2.2% | +12.5% | -14.7% | -6.7% |
| YTD | +15.3% | +17.6% | -2.4% | +7.9% |
| 1Y | +6.7% | +36.5% | -29.8% | -5.4% |
| 3Y | +91.9% | +95.4% | -3.5% | +47.6% |
| 5Y | +53.0% | +26.1% | +26.9% | +34.3% |
| 10Y | +604.7% | +101.3% | +503.4% | +375.5% |
| All | +271,589.3% | +1,015.6% | +270,573.7% | +37,035.4% |
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