+641.7%
AMZN vs WST
+456.5%
+185.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.7% |
| 7D | +2.8% | +4.2% | -1.4% | +1.6% |
| 30D | +5.0% | +11.2% | -6.3% | +1.7% |
| 3M | +0.6% | +20.4% | -19.8% | -5.0% |
| 6M | -1.3% | +37.9% | -39.2% | -10.6% |
| YTD | +15.5% | +51.8% | -36.3% | +0.7% |
| 1Y | +12.2% | +56.6% | -44.4% | -3.3% |
| 3Y | +87.0% | +24.2% | +62.8% | +58.7% |
| 5Y | +51.3% | +0.7% | +50.6% | +34.9% |
| All | +641.7% | +456.5% | +185.1% | +235.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 10y: compounded portfolio wealth divided by compounded WST 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…
10y analysis · Full analysis span regression · 6 months rolling