+263,909.3%
AMZN vs WAT
+5,404.3%
+258,505.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | +0.2% |
| 7D | -3.0% | -1.3% | -1.7% | -2.6% |
| 30D | -5.2% | +2.3% | -7.5% | -6.0% |
| 3M | +1.9% | +8.7% | -6.9% | -1.5% |
| 6M | +19.2% | +28.3% | -9.1% | +8.1% |
| YTD | +12.0% | +7.8% | +4.2% | +7.1% |
| 1Y | +9.7% | +36.6% | -26.9% | -3.6% |
| 3Y | +87.2% | +45.7% | +41.5% | +55.6% |
| 5Y | +48.7% | -3.3% | +52.0% | +40.5% |
| 10Y | +569.3% | +162.1% | +407.2% | +335.1% |
| All | +263,909.3% | +5,404.3% | +258,505.1% | +36,721.3% |
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