+6.7%
AMZN vs UUUU
-55.1%
+61.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.2% |
| 7D | +4.5% | -14.4% | +18.9% | +5.7% |
| 30D | +5.8% | -33.6% | +39.5% | +8.9% |
| 3M | -4.1% | -44.2% | +40.1% | -0.4% |
| 6M | -2.2% | -66.8% | +64.6% | +4.3% |
| YTD | +15.3% | -50.6% | +65.9% | +18.1% |
| 1Y | +6.7% | -57.8% | +64.5% | +11.2% |
| All | +6.7% | -55.1% | +61.8% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling