+12.6%
AMZN vs WAB
+43.7%
-31.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +2.8% | +7.9% | -5.1% | +1.6% |
| 30D | +3.4% | +4.9% | -1.5% | +2.7% |
| 3M | +0.1% | +1.8% | -1.7% | -0.5% |
| 6M | +0.6% | +12.0% | -11.3% | -1.2% |
| YTD | +15.9% | +41.3% | -25.4% | +3.0% |
| All | +12.6% | +43.7% | -31.2% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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