+48.5%
AMZN vs UUUU
+79.1%
-30.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +2.6% |
| 7D | -0.7% | -10.5% | +9.8% | +0.8% |
| 30D | -3.9% | -10.5% | +6.6% | -2.8% |
| 3M | +6.3% | -14.1% | +20.4% | +7.8% |
| 6M | +20.8% | -35.5% | +56.2% | +25.8% |
| YTD | +11.2% | -10.9% | +22.2% | +8.1% |
| 1Y | +11.7% | +3.4% | +8.3% | +1.8% |
| 3Y | +79.4% | +73.1% | +6.3% | +37.0% |
| All | +48.5% | +79.1% | -30.6% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling