+34,380.9%
AMZN vs WTW
+1,094.8%
+33,286.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.8% | -0.4% |
| 7D | -1.0% | -7.1% | +6.1% | +1.8% |
| 30D | -9.2% | -8.5% | -0.7% | -6.1% |
| 3M | +3.4% | +20.6% | -17.2% | -4.1% |
| 6M | +18.2% | +7.2% | +11.0% | +13.8% |
| YTD | +9.3% | -3.9% | +13.2% | +9.1% |
| 1Y | +5.9% | -3.6% | +9.5% | +5.1% |
| 3Y | +82.6% | +60.7% | +21.9% | +44.7% |
| 5Y | +44.9% | +42.2% | +2.7% | +20.7% |
| 10Y | +564.1% | +195.5% | +368.6% | +292.6% |
| All | +34,380.9% | +1,094.8% | +33,286.0% | +13,065.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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