+11.7%
AMZN vs WDC
+362.5%
-350.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +2.2% |
| 7D | -0.7% | -4.3% | +3.6% | -0.3% |
| 30D | -3.9% | -1.5% | -2.4% | -4.1% |
| 3M | +6.3% | -15.5% | +21.8% | +5.9% |
| 6M | +20.8% | +66.5% | -45.7% | +8.1% |
| YTD | +11.2% | +159.9% | -148.6% | -9.9% |
| 1Y | +11.7% | +366.0% | -354.3% | -16.6% |
| All | +11.7% | +362.5% | -350.8% | -16.6% |
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