+15,558.3%
AMZN vs WPM
+5,046.3%
+10,511.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +2.8% | -3.6% | +6.4% | +3.3% |
| 30D | +5.0% | +1.4% | +3.5% | +4.7% |
| 3M | +0.6% | -0.2% | +0.8% | +0.3% |
| 6M | -1.3% | -7.3% | +6.0% | -1.0% |
| YTD | +15.5% | +12.3% | +3.2% | +12.4% |
| 1Y | +12.2% | +24.9% | -12.7% | +7.7% |
| 3Y | +87.0% | +210.4% | -123.3% | +57.9% |
| 5Y | +51.3% | +210.4% | -159.1% | +26.7% |
| 10Y | +621.7% | +731.7% | -110.0% | +424.9% |
| All | +15,558.3% | +5,046.3% | +10,511.9% | +8,679.0% |
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