+76.5%
SPY vs AMZN
+92.8%
-16.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.8% |
| 7D | -0.6% | +8.0% | -8.6% | -3.0% |
| 30D | -3.7% | +3.2% | -6.9% | -4.8% |
| 3M | -2.7% | -2.6% | -0.2% | -2.2% |
| 6M | +2.2% | -0.7% | +2.8% | +1.7% |
| YTD | +10.8% | +17.4% | -6.5% | +3.3% |
| 1Y | +11.2% | +9.0% | +2.2% | +6.5% |
| 3Y | +76.5% | +88.7% | -12.2% | +36.5% |
| All | +76.5% | +92.8% | -16.4% | +36.5% |
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 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