+12.2%
AMZN vs WST
+54.9%
-42.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.4% |
| 7D | +2.8% | +4.2% | -1.4% | +2.6% |
| 30D | +5.0% | +11.2% | -6.3% | +4.4% |
| 3M | +0.6% | +20.4% | -19.8% | -0.5% |
| 6M | -1.3% | +37.9% | -39.2% | -2.9% |
| YTD | +15.5% | +51.8% | -36.3% | +15.6% |
| 1Y | +12.2% | +56.6% | -44.4% | +11.3% |
| All | +12.2% | +54.9% | -42.7% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling