+1,315.7%
MU vs AMZN
+48.7%
+1,267.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.2% | +6.2% |
| 7D | +9.0% | -3.0% | +11.9% | +10.8% |
| 30D | +13.8% | -5.2% | +19.0% | +16.8% |
| 3M | +2.1% | +1.9% | +0.2% | -1.5% |
| 6M | +153.8% | +19.2% | +134.6% | +122.0% |
| YTD | +256.4% | +12.0% | +244.4% | +223.1% |
| 1Y | +719.8% | +9.7% | +710.1% | +652.3% |
| 3Y | +1,360.4% | +87.2% | +1,273.2% | +897.4% |
| All | +1,315.7% | +48.7% | +1,267.0% | +1,007.5% |
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