+27.8%
INTC vs AMZN
+50.8%
-22.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +6.0% | +2.8% | +3.2% | +4.5% |
| 30D | -39.2% | +5.0% | -44.1% | -40.6% |
| 3M | -42.9% | +0.6% | -43.5% | -43.2% |
| 6M | -50.4% | -1.3% | -49.1% | -50.8% |
| YTD | +61.7% | +15.5% | +46.2% | +47.6% |
| 1Y | +66.1% | +12.2% | +53.9% | +54.1% |
| 3Y | +58.1% | +87.0% | -28.9% | +15.1% |
| All | +27.8% | +50.8% | -22.9% | +0.1% |
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