+6.7%
AMZN vs NWSA
+18.2%
-11.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.7% | +2.4% | +5.3% |
| 7D | +4.5% | +4.3% | +0.2% | +3.6% |
| 30D | +5.8% | +5.6% | +0.3% | +4.5% |
| 3M | -4.1% | +7.3% | -11.4% | -5.9% |
| 6M | -2.2% | +18.8% | -21.1% | -8.0% |
| YTD | +15.3% | +17.9% | -2.6% | +7.5% |
| 1Y | +6.7% | +19.3% | -12.6% | -0.9% |
| All | +6.7% | +18.2% | -11.5% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling