+36.6%
AMZZ vs SPY
+53.0%
-16.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | +0.3% |
| 7D | +1.6% | +0.5% | +1.0% | +0.1% |
| 30D | -13.6% | -0.9% | -12.7% | -11.4% |
| 3M | +3.1% | +3.9% | -0.8% | -6.2% |
| 6M | +31.4% | +14.5% | +16.8% | -7.3% |
| YTD | +8.4% | +12.9% | -4.5% | -20.2% |
| 1Y | -1.4% | +19.4% | -20.8% | -36.5% |
| All | +36.6% | +53.0% | -16.5% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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