+262,336.6%
AMZN vs WMT
+3,294.6%
+259,041.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -6.4% | -5.0% | -1.4% | -4.2% |
| 3M | +4.8% | -11.3% | +16.1% | +10.7% |
| 6M | +20.5% | -13.8% | +34.3% | +28.4% |
| YTD | +11.3% | -4.2% | +15.5% | +11.1% |
| 1Y | +9.0% | +4.6% | +4.4% | +2.8% |
| 3Y | +85.9% | +100.5% | -14.6% | +20.8% |
| 5Y | +45.8% | +129.7% | -83.9% | -13.3% |
| 10Y | +555.5% | +423.4% | +132.1% | +132.7% |
| All | +262,336.6% | +3,294.6% | +259,041.9% | +15,014.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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