+89.9%
AMZN vs W
+151.3%
-61.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.6% | +2.1% |
| 7D | +8.7% | +3.3% | +5.4% | +8.0% |
| 30D | +1.7% | +10.5% | -8.8% | -0.2% |
| 3M | -2.8% | +9.6% | -12.4% | -4.6% |
| 6M | -2.1% | +76.4% | -78.5% | -13.7% |
| YTD | +15.6% | +16.4% | -0.7% | +9.1% |
| 1Y | +9.2% | +9.3% | -0.1% | +3.9% |
| 3Y | +89.9% | +172.8% | -83.0% | +39.0% |
| All | +89.9% | +151.3% | -61.5% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling