+6.7%
AMZN vs WDC
+114.4%
-107.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.8% | +12.9% | +6.6% |
| 7D | +4.5% | -18.3% | +22.8% | +6.1% |
| 30D | +5.8% | -26.7% | +32.5% | +8.1% |
| 3M | -4.1% | -40.9% | +36.8% | -0.6% |
| 6M | -2.2% | -26.8% | +24.5% | -3.2% |
| YTD | +15.3% | +88.2% | -72.9% | -2.0% |
| 1Y | +6.7% | +113.2% | -106.5% | -13.1% |
| All | +6.7% | +114.4% | -107.7% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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