+6.7%
AMZN vs V
+30.8%
-24.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.8% | +2.3% | +5.0% |
| 7D | +4.5% | +9.0% | -4.5% | +2.0% |
| 30D | +5.8% | +18.1% | -12.3% | +0.7% |
| 3M | -4.1% | +18.3% | -22.4% | -8.8% |
| 6M | -2.2% | +34.1% | -36.3% | -11.1% |
| YTD | +15.3% | +25.2% | -10.0% | +6.9% |
| 1Y | +6.7% | +29.3% | -22.6% | +1.1% |
| All | +6.7% | +30.8% | -24.1% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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