-60.4%
AMZD price history and return analytics
+94.8%
-155.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | +0.6% |
| 7D | -8.5% | +0.4% | -8.9% | -7.7% |
| 30D | -2.7% | -2.6% | -0.1% | -5.7% |
| 3M | +1.7% | -3.2% | +5.0% | -2.1% |
| 6M | -2.3% | +0.9% | -3.3% | +0.5% |
| YTD | -18.3% | +11.3% | -29.6% | -2.3% |
| 1Y | -13.5% | +14.0% | -27.5% | +7.6% |
| 3Y | -52.6% | +75.8% | -128.4% | +21.0% |
| All | -60.4% | +94.8% | -155.2% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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