+5,794.9%
MSFT vs AMZN
+218,698.0%
-212,903.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -1.3% | +2.8% | -4.1% | -1.9% |
| 30D | -1.8% | +5.0% | -6.8% | -3.0% |
| 3M | +5.6% | +0.6% | +5.1% | +5.4% |
| 6M | +29.8% | -1.3% | +31.1% | +29.9% |
| YTD | +9.0% | +15.5% | -6.5% | +5.0% |
| 1Y | +4.9% | +12.2% | -7.3% | +1.7% |
| 3Y | +46.2% | +87.0% | -40.8% | +25.2% |
| 5Y | +62.1% | +51.3% | +10.8% | +43.7% |
| 10Y | +899.6% | +621.7% | +278.0% | +554.3% |
| All | +5,794.9% | +218,698.0% | -212,903.0% | +1,117.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling