+17,176.3%
AMZN vs WU
-21.8%
+17,198.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.8% |
| 7D | +2.8% | -2.0% | +4.9% | +3.6% |
| 30D | +5.0% | +11.4% | -6.5% | +0.8% |
| 3M | +0.6% | -6.8% | +7.4% | +2.5% |
| 6M | -1.3% | -14.6% | +13.3% | +1.4% |
| YTD | +15.5% | -20.6% | +36.2% | +21.0% |
| 1Y | +12.2% | -15.4% | +27.6% | +14.6% |
| 3Y | +87.0% | -23.6% | +110.6% | +92.3% |
| 5Y | +51.3% | -43.4% | +94.7% | +72.3% |
| 10Y | +621.7% | -38.8% | +660.5% | +642.0% |
| All | +17,176.3% | -21.8% | +17,198.2% | +12,301.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling