+45.8%
AMZN vs V
+68.4%
-22.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.4% |
| 7D | +0.8% | -1.1% | +1.9% | +1.4% |
| 30D | -6.4% | +1.9% | -8.3% | -7.5% |
| 3M | +4.8% | +15.5% | -10.7% | -4.6% |
| 6M | +20.5% | +16.6% | +3.9% | +8.6% |
| YTD | +11.3% | +5.7% | +5.6% | +6.6% |
| 1Y | +9.0% | +8.6% | +0.4% | +2.0% |
| 3Y | +85.9% | +52.5% | +33.4% | +35.0% |
| 5Y | +45.8% | +67.1% | -21.4% | -5.8% |
| All | +45.8% | +68.4% | -22.6% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling