+1,747.6%
AMZN vs NWSA
+123.2%
+1,624.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | +0.8% | -2.6% | +3.4% | +1.8% |
| 30D | -6.4% | +4.6% | -10.9% | -8.0% |
| 3M | +4.8% | +10.2% | -5.4% | +0.4% |
| 6M | +20.5% | +21.6% | -1.1% | +10.8% |
| YTD | +11.3% | +14.6% | -3.3% | +4.6% |
| 1Y | +9.0% | +0.4% | +8.6% | +7.4% |
| 3Y | +85.9% | +45.0% | +40.9% | +58.2% |
| 5Y | +45.8% | +41.3% | +4.5% | +23.1% |
| 10Y | +555.5% | +142.8% | +412.7% | +332.1% |
| All | +1,747.6% | +123.2% | +1,624.5% | +1,175.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling