+5,778.3%
MU vs AMZN
+555.6%
+5,222.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.2% |
| 7D | +7.2% | +0.8% | +6.4% | +6.6% |
| 30D | +14.0% | -6.4% | +20.4% | +18.1% |
| 3M | +5.4% | +4.8% | +0.6% | -0.9% |
| 6M | +170.3% | +20.5% | +149.8% | +132.4% |
| YTD | +250.7% | +11.3% | +239.3% | +216.6% |
| 1Y | +662.1% | +9.0% | +653.1% | +597.6% |
| 3Y | +1,341.2% | +85.9% | +1,255.3% | +840.1% |
| 5Y | +1,319.3% | +45.8% | +1,273.6% | +932.0% |
| 10Y | +5,778.3% | +555.5% | +5,222.8% | +1,441.2% |
| All | +5,778.3% | +555.6% | +5,222.7% | +1,441.2% |
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