+50.4%
AMZN vs GH
+45.9%
+4.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.1% |
| 7D | +2.8% | +0.6% | +2.3% | +2.7% |
| 30D | +5.0% | -6.9% | +11.9% | +6.1% |
| 3M | +0.6% | -4.9% | +5.5% | +0.7% |
| 6M | -1.3% | +54.1% | -55.3% | -10.3% |
| YTD | +15.5% | +48.5% | -33.0% | +4.8% |
| 1Y | +12.2% | +61.2% | -48.9% | +0.1% |
| 3Y | +87.0% | +570.3% | -483.3% | +13.6% |
| All | +50.4% | +45.9% | +4.5% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 5y: compounded portfolio wealth divided by compounded GH 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…
5y analysis · Full analysis span regression · 6 months rolling