+560.7%
AMZN vs WM
+339.4%
+221.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | +0.2% |
| 7D | +7.9% | +1.2% | +6.7% | +7.5% |
| 30D | -0.2% | +13.1% | -13.3% | -3.8% |
| 3M | -4.8% | +3.6% | -8.4% | -5.9% |
| 6M | -5.7% | +8.1% | -13.8% | -8.4% |
| YTD | +12.3% | +8.9% | +3.4% | +8.4% |
| 1Y | +6.7% | +20.3% | -13.6% | -0.5% |
| 3Y | +85.6% | +46.2% | +39.4% | +56.6% |
| 5Y | +47.4% | +59.9% | -12.5% | +19.3% |
| All | +560.7% | +339.4% | +221.3% | +272.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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