+53.3%
AMZN vs WM
+60.7%
-7.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -3.0% | -1.9% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | +2.6% | +13.8% | -11.2% | +0.2% |
| 3M | -2.2% | +6.4% | -8.6% | -3.3% |
| 6M | -1.0% | +13.2% | -14.3% | -3.6% |
| YTD | +15.3% | +10.8% | +4.6% | +12.3% |
| 1Y | +6.9% | +20.2% | -13.3% | +1.8% |
| 3Y | +85.4% | +46.5% | +39.0% | +56.1% |
| 5Y | +53.3% | +61.3% | -8.0% | +19.5% |
| All | +53.3% | +60.7% | -7.4% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling