+12.2%
AMZN vs V
+26.6%
-14.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.7% |
| 7D | +2.8% | +0.9% | +1.9% | +2.5% |
| 30D | +5.0% | +9.0% | -4.0% | +2.4% |
| 3M | +0.6% | +16.7% | -16.1% | -3.8% |
| 6M | -1.3% | +33.4% | -34.7% | -9.9% |
| YTD | +15.5% | +22.4% | -6.8% | +7.9% |
| 1Y | +12.2% | +27.7% | -15.4% | +3.6% |
| All | +12.2% | +26.6% | -14.3% | +3.6% |
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