+76.4%
AMZN vs V
+52.0%
+24.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | -1.0% | -2.9% | +1.9% | +0.4% |
| 30D | -9.2% | +1.9% | -11.1% | -10.1% |
| 3M | +3.4% | +13.2% | -9.9% | -3.1% |
| 6M | +18.2% | +16.7% | +1.5% | +8.8% |
| YTD | +9.3% | +5.4% | +4.0% | +6.1% |
| 1Y | +5.9% | +7.7% | -1.7% | +1.3% |
| All | +76.4% | +52.0% | +24.4% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling