+7,290.6%
AMZN vs V
+3,138.4%
+4,152.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +7.9% | +2.2% | +5.7% | +6.6% |
| 30D | -0.2% | +13.6% | -13.8% | -7.3% |
| 3M | -4.8% | +14.3% | -19.1% | -12.0% |
| 6M | -5.7% | +33.1% | -38.8% | -20.3% |
| YTD | +12.3% | +21.2% | -8.9% | -0.4% |
| 1Y | +6.7% | +26.4% | -19.7% | -7.8% |
| 3Y | +85.6% | +77.6% | +8.0% | +30.6% |
| 5Y | +47.4% | +102.6% | -55.2% | -3.8% |
| 10Y | +586.8% | +464.4% | +122.4% | +142.6% |
| All | +7,290.6% | +3,138.4% | +4,152.2% | +867.5% |
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