+102.3%
INTC vs AMZN
+43.9%
+58.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | +9.4% | -2.7% | +12.1% | +10.8% |
| 30D | +2.7% | -7.5% | +10.2% | +6.2% |
| 3M | -6.3% | +5.8% | -12.1% | -10.7% |
| 6M | +114.5% | +17.5% | +96.9% | +95.4% |
| YTD | +171.9% | +9.1% | +162.7% | +154.7% |
| 1Y | +305.0% | +9.4% | +295.6% | +278.6% |
| 3Y | +168.3% | +82.2% | +86.1% | +97.3% |
| 5Y | +102.3% | +45.2% | +57.1% | +60.5% |
| All | +102.3% | +43.9% | +58.4% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMZN.
Daily Out/Under-Performance
Portfolio return minus AMZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMZN 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 AMZN 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