+271,732.3%
AMZN vs WAT
+6,231.4%
+265,500.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.4% |
| 7D | +0.1% | +0.7% | -0.7% | -0.2% |
| 30D | +2.6% | +9.0% | -6.4% | -0.4% |
| 3M | -2.2% | +13.5% | -15.7% | -6.5% |
| 6M | -1.0% | +35.3% | -36.3% | -11.4% |
| YTD | +15.3% | +24.0% | -8.7% | +5.1% |
| 1Y | +6.9% | +22.0% | -15.1% | -2.1% |
| 3Y | +85.4% | +84.0% | +1.4% | +42.6% |
| 5Y | +53.3% | +34.4% | +19.0% | +29.8% |
| 10Y | +620.3% | +231.4% | +388.9% | +333.8% |
| All | +271,732.3% | +6,231.4% | +265,500.9% | +36,011.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling