+641.7%
AMZN vs W
+212.4%
+429.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +2.8% | +0.2% | +2.7% | +2.8% |
| 30D | +5.0% | +6.8% | -1.9% | +3.4% |
| 3M | +0.6% | +10.7% | -10.1% | -1.8% |
| 6M | -1.3% | +86.3% | -87.6% | -14.7% |
| YTD | +15.5% | +11.5% | +4.1% | +9.0% |
| 1Y | +12.2% | +5.1% | +7.1% | +6.7% |
| 3Y | +87.0% | +171.0% | -84.0% | +35.4% |
| 5Y | +51.3% | -56.6% | +107.9% | +31.3% |
| All | +641.7% | +212.4% | +429.3% | +358.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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