+13,028.7%
AMZN vs UUUU
-92.0%
+13,120.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -1.0% | +1.8% | -2.8% | -1.1% |
| 30D | -9.2% | +1.8% | -11.1% | -9.4% |
| 3M | +3.4% | +1.3% | +2.1% | +3.0% |
| 6M | +18.2% | -26.8% | +45.0% | +19.6% |
| YTD | +9.3% | +0.1% | +9.3% | +7.7% |
| 1Y | +5.9% | +11.2% | -5.3% | +2.6% |
| 3Y | +82.6% | +97.7% | -15.1% | +66.9% |
| 5Y | +44.9% | +127.3% | -82.5% | +29.5% |
| 10Y | +564.1% | +532.6% | +31.5% | +440.7% |
| All | +13,028.7% | -92.0% | +13,120.7% | +10,851.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling