+263,909.3%
AMZN vs WM
+1,021.0%
+262,888.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | +0.3% |
| 7D | -3.0% | -0.3% | -2.7% | -2.9% |
| 30D | -5.2% | -2.4% | -2.8% | -4.3% |
| 3M | +1.9% | +0.4% | +1.4% | +1.3% |
| 6M | +19.2% | -9.5% | +28.7% | +22.9% |
| YTD | +12.0% | +0.5% | +11.5% | +10.7% |
| 1Y | +9.7% | -1.1% | +10.8% | +8.5% |
| 3Y | +87.2% | +46.0% | +41.1% | +55.4% |
| 5Y | +48.7% | +51.8% | -3.2% | +21.0% |
| 10Y | +569.3% | +307.5% | +261.8% | +255.3% |
| All | +263,909.3% | +1,021.0% | +262,888.3% | +86,201.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling