+9.7%
AMZN vs WBD
+135.8%
-126.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | -0.1% |
| 7D | -3.0% | -1.8% | -1.2% | -2.9% |
| 30D | -5.2% | +8.8% | -14.0% | -5.6% |
| 3M | +1.9% | +4.6% | -2.8% | +1.5% |
| 6M | +19.2% | +1.1% | +18.2% | +18.9% |
| YTD | +12.0% | -2.0% | +14.0% | +11.7% |
| 1Y | +9.7% | +140.0% | -130.3% | +9.7% |
| All | +9.7% | +135.8% | -126.1% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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