+7,620.4%
AMZN vs V
+3,141.1%
+4,479.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +8.0% | +0.6% | +7.4% | +7.7% |
| 30D | +3.2% | +9.7% | -6.5% | -2.2% |
| 3M | -2.6% | +17.3% | -19.9% | -11.2% |
| 6M | -0.7% | +33.2% | -33.9% | -16.1% |
| YTD | +17.4% | +21.3% | -4.0% | +4.0% |
| 1Y | +9.0% | +27.3% | -18.3% | -6.2% |
| 3Y | +88.7% | +76.1% | +12.6% | +33.5% |
| 5Y | +55.6% | +103.5% | -47.9% | +1.5% |
| 10Y | +629.7% | +454.5% | +175.3% | +160.1% |
| All | +7,620.4% | +3,141.1% | +4,479.3% | +910.2% |
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