+564.1%
AMZN vs HD
+203.3%
+360.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.2% |
| 7D | -1.0% | -1.8% | +0.8% | -0.1% |
| 30D | -9.2% | -10.8% | +1.6% | -3.6% |
| 3M | +3.4% | -2.7% | +6.0% | +4.4% |
| 6M | +18.2% | -10.3% | +28.5% | +24.2% |
| YTD | +9.3% | -7.8% | +17.2% | +12.8% |
| 1Y | +5.9% | -23.1% | +29.1% | +20.2% |
| 3Y | +82.6% | +2.0% | +80.6% | +74.1% |
| 5Y | +44.9% | +6.2% | +38.7% | +34.1% |
| 10Y | +564.1% | +210.2% | +353.9% | +305.0% |
| All | +564.1% | +203.3% | +360.8% | +305.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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