+14,693.9%
AMZN vs WBD
+291.3%
+14,402.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +0.8% | -0.7% | +1.5% | +1.0% |
| 30D | -6.4% | +5.0% | -11.4% | -7.6% |
| 3M | +4.8% | +6.2% | -1.4% | +3.1% |
| 6M | +20.5% | +0.6% | +19.9% | +20.3% |
| YTD | +11.3% | -2.4% | +13.8% | +11.9% |
| 1Y | +9.0% | +127.7% | -118.7% | -14.6% |
| 3Y | +85.9% | +148.4% | -62.5% | +32.6% |
| 5Y | +45.8% | +4.2% | +41.6% | +25.1% |
| 10Y | +555.5% | +10.8% | +544.7% | +356.2% |
| All | +14,693.9% | +291.3% | +14,402.6% | +4,931.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling