+571.9%
AMZN vs WST
+448.5%
+123.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.9% |
| 7D | +7.9% | -3.1% | +11.0% | +8.9% |
| 30D | -0.2% | +9.1% | -9.3% | -2.8% |
| 3M | -4.8% | +14.7% | -19.5% | -8.8% |
| 6M | -5.7% | +28.0% | -33.7% | -12.8% |
| YTD | +12.3% | +45.6% | -33.3% | -0.9% |
| 1Y | +6.7% | +45.7% | -39.0% | -6.0% |
| 3Y | +85.6% | +21.1% | +64.5% | +58.1% |
| 5Y | +47.4% | +0.3% | +47.0% | +31.0% |
| All | +571.9% | +448.5% | +123.3% | +200.4% |
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