+641.7%
AMZN vs NWSA
+148.1%
+493.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.3% |
| 7D | +2.8% | +2.2% | +0.6% | +2.0% |
| 30D | +5.0% | -8.8% | +13.7% | +8.1% |
| 3M | +0.6% | -6.5% | +7.1% | +2.4% |
| 6M | -1.3% | +1.5% | -2.8% | -3.2% |
| YTD | +15.5% | +4.0% | +11.5% | +11.8% |
| 1Y | +12.2% | +3.4% | +8.8% | +8.8% |
| 3Y | +87.0% | +34.8% | +52.2% | +62.6% |
| 5Y | +51.3% | +18.4% | +32.9% | +34.1% |
| All | +641.7% | +148.1% | +493.5% | +412.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling