+553.0%
AMZN vs HBM
+622.7%
-69.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.5% | +7.3% | +1.0% |
| 7D | -2.7% | -3.7% | +1.0% | -2.2% |
| 30D | -7.5% | -3.7% | -3.8% | -7.2% |
| 3M | +5.8% | +8.0% | -2.2% | +3.6% |
| 6M | +17.5% | +15.8% | +1.7% | +12.7% |
| YTD | +9.1% | +34.4% | -25.2% | +1.3% |
| 1Y | +9.4% | +98.2% | -88.8% | -5.2% |
| 3Y | +82.2% | +476.6% | -394.3% | +29.7% |
| 5Y | +45.2% | +331.1% | -285.9% | +4.3% |
| All | +553.0% | +622.7% | -69.7% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 10y: compounded portfolio wealth divided by compounded HBM 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…
10y analysis · Full analysis span regression · 6 months rolling