+15,604.1%
AMZN vs WPM
+5,060.0%
+10,544.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.8% |
| 7D | +2.8% | -0.5% | +3.3% | +2.8% |
| 30D | +3.4% | -3.1% | +6.5% | +3.7% |
| 3M | +0.1% | -2.2% | +2.2% | 0.0% |
| 6M | +0.6% | -7.4% | +8.0% | +0.9% |
| YTD | +15.9% | +12.6% | +3.2% | +12.7% |
| 1Y | +9.5% | +22.8% | -13.3% | +5.3% |
| 3Y | +86.3% | +213.6% | -127.4% | +57.1% |
| 5Y | +51.7% | +211.2% | -159.4% | +27.0% |
| 10Y | +623.8% | +733.9% | -110.1% | +426.3% |
| All | +15,604.1% | +5,060.0% | +10,544.0% | +8,701.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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