+257,148.5%
AMZN vs DHI
+7,282.6%
+249,865.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.5% |
| 7D | -2.7% | -6.1% | +3.4% | -0.9% |
| 30D | -7.5% | -10.1% | +2.6% | -4.6% |
| 3M | +5.8% | -7.3% | +13.2% | +7.7% |
| 6M | +17.5% | -6.1% | +23.6% | +18.7% |
| YTD | +9.1% | -5.0% | +14.2% | +9.3% |
| 1Y | +9.4% | -22.1% | +31.5% | +15.4% |
| 3Y | +82.2% | +19.2% | +63.0% | +63.1% |
| 5Y | +45.2% | +59.4% | -14.2% | +18.3% |
| 10Y | +562.7% | +401.8% | +160.9% | +256.3% |
| All | +257,148.5% | +7,282.6% | +249,865.9% | +30,514.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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