+76.0%
AMZN vs UUUU
+83.7%
-7.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.2% |
| 7D | -2.7% | -5.0% | +2.3% | -2.4% |
| 30D | -7.5% | -7.8% | +0.3% | -7.1% |
| 3M | +5.8% | -0.4% | +6.3% | +5.5% |
| 6M | +17.5% | -32.9% | +50.4% | +19.4% |
| YTD | +9.1% | -6.3% | +15.4% | +7.6% |
| 1Y | +9.4% | +7.9% | +1.4% | +3.7% |
| All | +76.0% | +83.7% | -7.7% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling