+76.0%
AMZN vs WY
-25.0%
+101.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.4% |
| 7D | -2.7% | -3.7% | +1.0% | -1.8% |
| 30D | -7.5% | -11.3% | +3.8% | -4.8% |
| 3M | +5.8% | -8.1% | +14.0% | +7.8% |
| 6M | +17.5% | -7.4% | +25.0% | +19.2% |
| YTD | +9.1% | -4.7% | +13.8% | +9.5% |
| 1Y | +9.4% | -9.2% | +18.6% | +11.1% |
| All | +76.0% | -25.0% | +101.0% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling