+257,669.3%
AMZN vs WY
+237.7%
+257,431.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.6% |
| 7D | -1.0% | -1.7% | +0.7% | -0.4% |
| 30D | -9.2% | -9.9% | +0.6% | -5.6% |
| 3M | +3.4% | -7.5% | +10.9% | +6.2% |
| 6M | +18.2% | -5.1% | +23.4% | +20.0% |
| YTD | +9.3% | -2.1% | +11.4% | +9.1% |
| 1Y | +5.9% | -7.3% | +13.3% | +7.6% |
| 3Y | +82.6% | -22.6% | +105.2% | +94.8% |
| 5Y | +44.9% | -19.8% | +64.7% | +52.7% |
| 10Y | +564.1% | +9.6% | +554.5% | +460.2% |
| All | +257,669.3% | +237.7% | +257,431.7% | +117,053.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling