+76.0%
AMZN vs WSM
+226.4%
-150.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.2% |
| 7D | -2.7% | +0.4% | -3.1% | -2.8% |
| 30D | -7.5% | -10.7% | +3.2% | -5.2% |
| 3M | +5.8% | +8.5% | -2.6% | +3.6% |
| 6M | +17.5% | +19.6% | -2.1% | +12.3% |
| YTD | +9.1% | +26.6% | -17.5% | +2.6% |
| 1Y | +9.4% | +12.0% | -2.6% | +5.4% |
| All | +76.0% | +226.4% | -150.4% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling