+263,909.3%
AMZN vs WAB
+3,523.8%
+260,385.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -3.0% | -3.2% | +0.2% | -1.9% |
| 30D | -5.2% | -4.4% | -0.7% | -3.8% |
| 3M | +1.9% | +7.9% | -6.0% | -1.5% |
| 6M | +19.2% | +8.7% | +10.5% | +14.6% |
| YTD | +12.0% | +33.0% | -21.0% | +0.2% |
| 1Y | +9.7% | +46.7% | -37.0% | -5.3% |
| 3Y | +87.2% | +153.0% | -65.8% | +33.6% |
| 5Y | +48.7% | +222.3% | -173.6% | -2.6% |
| 10Y | +569.3% | +291.0% | +278.4% | +266.0% |
| All | +263,909.3% | +3,523.8% | +260,385.6% | +61,276.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling