+71.4%
MSFT vs AMZN
+46.4%
+25.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | -1.4% | +0.8% | -2.2% | -1.8% |
| 30D | -1.0% | -6.4% | +5.4% | +2.0% |
| 3M | +20.2% | +4.8% | +15.4% | +17.0% |
| 6M | +21.3% | +20.5% | +0.7% | +9.9% |
| YTD | +2.8% | +11.3% | -8.5% | -3.5% |
| 1Y | 0.0% | +9.0% | -9.0% | -5.9% |
| 3Y | +51.2% | +85.9% | -34.7% | +6.1% |
| 5Y | +71.4% | +45.8% | +25.7% | +33.9% |
| All | +71.4% | +46.4% | +25.1% | +33.9% |
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