+12.6%
AMZN vs W
+0.3%
+12.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.8% |
| 7D | +2.8% | -1.7% | +4.5% | +3.0% |
| 30D | +3.4% | +3.2% | +0.2% | +2.9% |
| 3M | +0.1% | +8.3% | -8.2% | -1.1% |
| 6M | +0.6% | +84.3% | -83.7% | -9.8% |
| YTD | +15.9% | +11.0% | +4.8% | +12.3% |
| All | +12.6% | +0.3% | +12.2% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling