+88.3%
AMZN vs WM
+46.1%
+42.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | -0.3% |
| 7D | -3.0% | -0.3% | -2.7% | -3.0% |
| 30D | -5.2% | -2.4% | -2.8% | -5.4% |
| 3M | +1.9% | +0.4% | +1.4% | +1.9% |
| 6M | +19.2% | -9.5% | +28.7% | +18.5% |
| YTD | +12.0% | +0.5% | +11.5% | +12.0% |
| 1Y | +9.7% | -1.1% | +10.8% | +10.3% |
| All | +88.3% | +46.1% | +42.2% | +106.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling