+79.4%
AMZN vs HBM
+458.1%
-378.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | -0.7% | -3.3% | +2.6% | -0.2% |
| 30D | -3.9% | -4.8% | +0.9% | -3.4% |
| 3M | +6.3% | -0.4% | +6.7% | +5.4% |
| 6M | +20.8% | +17.9% | +2.9% | +14.5% |
| YTD | +11.2% | +33.7% | -22.5% | +1.4% |
| 1Y | +11.7% | +95.6% | -83.9% | -7.1% |
| 3Y | +79.4% | +458.1% | -378.7% | +18.5% |
| All | +79.4% | +458.1% | -378.7% | +18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling