+565.7%
AMZN vs WBD
+15.0%
+550.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | -0.7% | -0.7% | +0.1% | -0.5% |
| 30D | -3.9% | +1.4% | -5.3% | -4.2% |
| 3M | +6.3% | +4.4% | +1.9% | +5.5% |
| 6M | +20.8% | +0.8% | +19.9% | +20.6% |
| YTD | +11.2% | -2.7% | +14.0% | +11.7% |
| 1Y | +11.7% | +73.4% | -61.7% | +1.1% |
| 3Y | +79.4% | +142.1% | -62.7% | +46.0% |
| 5Y | +48.0% | +7.2% | +40.8% | +30.5% |
| All | +565.7% | +15.0% | +550.7% | +453.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling