+263,909.3%
AMZN vs WDC
+2,285.8%
+261,623.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.0% | -1.4% |
| 7D | -3.0% | +1.7% | -4.7% | -3.4% |
| 30D | -5.2% | -10.0% | +4.8% | -3.8% |
| 3M | +1.9% | -18.8% | +20.6% | +3.2% |
| 6M | +19.2% | +79.0% | -59.8% | +1.0% |
| YTD | +12.0% | +171.6% | -159.6% | -14.7% |
| 1Y | +9.7% | +417.4% | -407.7% | -28.0% |
| 3Y | +87.2% | +1,251.8% | -1,164.6% | -1.9% |
| 5Y | +48.7% | +911.7% | -863.0% | -18.7% |
| 10Y | +569.3% | +1,399.6% | -830.3% | +208.4% |
| All | +263,909.3% | +2,285.8% | +261,623.5% | +73,789.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling