+641.7%
AMZN vs WM
+330.8%
+310.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +2.8% | +3.2% | -0.4% | +2.0% |
| 30D | +5.0% | +13.0% | -8.1% | +1.2% |
| 3M | +0.6% | +9.2% | -8.7% | -2.1% |
| 6M | -1.3% | +13.6% | -14.9% | -5.4% |
| YTD | +15.5% | +12.4% | +3.1% | +10.5% |
| 1Y | +12.2% | +21.2% | -9.0% | +4.6% |
| 3Y | +87.0% | +48.7% | +38.3% | +57.2% |
| 5Y | +51.3% | +61.9% | -10.6% | +22.1% |
| All | +641.7% | +330.8% | +310.9% | +290.6% |
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