+4,271.9%
MU vs AMZN
+598.8%
+3,673.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.3% | +4.4% |
| 7D | -12.0% | +8.7% | -20.7% | -16.6% |
| 30D | -28.7% | +1.7% | -30.5% | -29.5% |
| 3M | -16.4% | -2.8% | -13.7% | -15.4% |
| 6M | -1.8% | -2.1% | +0.3% | -3.5% |
| YTD | +157.1% | +15.6% | +141.4% | +126.6% |
| 1Y | +208.5% | +9.2% | +199.3% | +183.7% |
| 3Y | +906.2% | +89.9% | +816.3% | +551.7% |
| 5Y | +893.4% | +49.3% | +844.1% | +614.6% |
| 10Y | +4,271.9% | +591.6% | +3,680.2% | +1,101.0% |
| All | +4,271.9% | +598.8% | +3,673.1% | +1,101.0% |
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