+564.1%
AMZN vs WAT
+156.2%
+407.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.9% |
| 7D | -1.0% | -1.8% | +0.8% | -0.4% |
| 30D | -9.2% | -1.7% | -7.5% | -8.8% |
| 3M | +3.4% | +9.1% | -5.7% | -0.2% |
| 6M | +18.2% | +32.4% | -14.2% | +5.6% |
| YTD | +9.3% | +6.6% | +2.8% | +5.0% |
| 1Y | +5.9% | +34.7% | -28.8% | -7.0% |
| 3Y | +82.6% | +53.6% | +29.0% | +45.9% |
| 5Y | +44.9% | -4.1% | +49.0% | +36.5% |
| 10Y | +564.1% | +167.9% | +396.2% | +311.6% |
| All | +564.1% | +156.2% | +407.9% | +311.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 10y: compounded portfolio wealth divided by compounded WAT 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…
10y analysis · Full analysis span regression · 6 months rolling