+1,571.9%
AMZN vs W
+217.9%
+1,354.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.0% |
| 7D | +0.1% | -7.4% | +7.4% | +1.3% |
| 30D | +2.6% | +7.8% | -5.3% | +1.0% |
| 3M | -2.2% | +10.9% | -13.1% | -4.4% |
| 6M | -1.0% | +86.4% | -87.5% | -13.6% |
| YTD | +15.3% | +14.0% | +1.4% | +8.8% |
| 1Y | +6.9% | +3.5% | +3.3% | +2.3% |
| 3Y | +85.4% | +164.8% | -79.4% | +38.6% |
| 5Y | +53.3% | -53.1% | +106.4% | +33.1% |
| 10Y | +620.3% | +220.4% | +399.9% | +350.5% |
| All | +1,571.9% | +217.9% | +1,354.0% | +921.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling