+7,268.1%
AMZN vs V
+2,773.8%
+4,494.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.4% |
| 7D | -3.0% | -1.7% | -1.3% | -2.0% |
| 30D | -5.2% | +2.0% | -7.1% | -6.3% |
| 3M | +1.9% | +17.4% | -15.5% | -7.3% |
| 6M | +19.2% | +17.5% | +1.7% | +8.0% |
| YTD | +12.0% | +7.6% | +4.4% | +6.4% |
| 1Y | +9.7% | +7.7% | +2.0% | +3.7% |
| 3Y | +87.2% | +54.7% | +32.5% | +42.8% |
| 5Y | +48.7% | +73.0% | -24.4% | +5.8% |
| 10Y | +569.3% | +390.9% | +178.5% | +156.3% |
| All | +7,268.1% | +2,773.8% | +4,494.3% | +934.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling