+885.0%
MSFT vs AMZN
+547.7%
+337.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.5% |
| 7D | -1.0% | -1.0% | 0.0% | -0.5% |
| 30D | -2.7% | -9.2% | +6.6% | +2.5% |
| 3M | +22.1% | +3.4% | +18.7% | +19.1% |
| 6M | +20.6% | +18.2% | +2.3% | +8.6% |
| YTD | +2.3% | +9.3% | -7.0% | -4.2% |
| 1Y | -0.5% | +5.9% | -6.5% | -6.1% |
| 3Y | +50.5% | +82.6% | -32.1% | +0.1% |
| 5Y | +72.3% | +44.9% | +27.5% | +25.4% |
| 10Y | +885.0% | +564.1% | +320.9% | +189.8% |
| All | +885.0% | +547.7% | +337.3% | +189.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling