+855.4%
MU vs AMZN
+86.9%
+768.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.3% |
| 7D | -22.0% | +7.9% | -29.9% | -25.9% |
| 30D | -36.6% | -0.2% | -36.3% | -36.5% |
| 3M | -21.7% | -4.8% | -16.9% | -19.6% |
| 6M | +3.5% | -5.7% | +9.2% | +5.4% |
| YTD | +141.9% | +12.3% | +129.6% | +113.7% |
| 1Y | +189.8% | +6.7% | +183.2% | +167.8% |
| 3Y | +855.4% | +85.6% | +769.8% | +510.1% |
| All | +855.4% | +86.9% | +768.5% | +510.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling