+263,909.3%
AMZN vs WST
+7,020.2%
+256,889.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +0.2% |
| 7D | -3.0% | +0.7% | -3.7% | -3.3% |
| 30D | -5.2% | -3.1% | -2.0% | -4.1% |
| 3M | +1.9% | +7.2% | -5.3% | -1.2% |
| 6M | +19.2% | +36.8% | -17.6% | +4.0% |
| YTD | +12.0% | +23.8% | -11.9% | +0.9% |
| 1Y | +9.7% | +37.8% | -28.1% | -6.0% |
| 3Y | +87.2% | -15.9% | +103.1% | +76.6% |
| 5Y | +48.7% | -25.8% | +74.5% | +43.9% |
| 10Y | +569.3% | +319.6% | +249.7% | +173.4% |
| All | +263,909.3% | +7,020.2% | +256,889.1% | +23,014.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling