+67.9%
MSFT vs AMZN
+52.0%
+15.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.9% |
| 7D | +2.3% | +8.0% | -5.7% | -1.3% |
| 30D | -0.4% | +3.2% | -3.6% | -2.0% |
| 3M | +5.6% | -2.6% | +8.1% | +6.6% |
| 6M | +29.0% | -0.7% | +29.6% | +28.2% |
| YTD | +10.9% | +17.4% | -6.4% | +1.3% |
| 1Y | +6.2% | +9.0% | -2.8% | +0.4% |
| 3Y | +47.6% | +88.7% | -41.1% | +3.0% |
| 5Y | +67.9% | +55.6% | +12.4% | +25.5% |
| All | +67.9% | +52.0% | +15.9% | +25.5% |
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