+641.7%
AMZN vs WU
-38.9%
+680.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.6% |
| 7D | +2.8% | -2.0% | +4.9% | +3.3% |
| 30D | +5.0% | +11.4% | -6.5% | +2.2% |
| 3M | +0.6% | -6.8% | +7.4% | +1.9% |
| 6M | -1.3% | -14.6% | +13.3% | +0.8% |
| YTD | +15.5% | -20.6% | +36.2% | +19.9% |
| 1Y | +12.2% | -15.4% | +27.6% | +14.1% |
| 3Y | +87.0% | -23.6% | +110.6% | +91.1% |
| 5Y | +51.3% | -43.4% | +94.7% | +69.3% |
| All | +641.7% | -38.9% | +680.6% | +616.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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