+4,063.1%
MU vs AMZN
+218,919.5%
-214,856.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.3% | +5.3% |
| 7D | -12.0% | +8.7% | -20.7% | -14.3% |
| 30D | -28.7% | +1.7% | -30.5% | -29.1% |
| 3M | -16.4% | -2.8% | -13.7% | -15.9% |
| 6M | -1.8% | -2.1% | +0.3% | -2.4% |
| YTD | +157.1% | +15.6% | +141.4% | +143.0% |
| 1Y | +208.5% | +9.2% | +199.3% | +197.7% |
| 3Y | +906.2% | +89.9% | +816.3% | +728.6% |
| 5Y | +893.4% | +49.3% | +844.1% | +762.8% |
| 10Y | +4,271.9% | +591.6% | +3,680.2% | +2,408.8% |
| All | +4,063.1% | +218,919.5% | -214,856.4% | +358.5% |
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 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