+565.7%
AMZN vs WDC
+1,221.6%
-656.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +2.6% |
| 7D | -0.7% | -4.3% | +3.6% | +0.3% |
| 30D | -3.9% | -1.5% | -2.4% | -4.2% |
| 3M | +6.3% | -15.5% | +21.8% | +6.6% |
| 6M | +20.8% | +66.5% | -45.7% | +0.3% |
| YTD | +11.2% | +159.9% | -148.6% | -19.9% |
| 1Y | +11.7% | +366.0% | -354.3% | -32.5% |
| 3Y | +79.4% | +1,285.8% | -1,206.4% | -21.8% |
| 5Y | +48.0% | +925.6% | -877.5% | -32.2% |
| All | +565.7% | +1,221.6% | -656.0% | +159.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling