+591.6%
AMZN vs HD
+272.9%
+318.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | 0.0% | +1.5% |
| 7D | +8.7% | +3.6% | +5.1% | +6.7% |
| 30D | +1.7% | +21.6% | -19.8% | -8.4% |
| 3M | -2.8% | +0.1% | -2.9% | -3.3% |
| 6M | -2.1% | +13.0% | -15.1% | -9.1% |
| YTD | +15.6% | +4.9% | +10.7% | +11.0% |
| 1Y | +9.2% | -2.1% | +11.3% | +8.6% |
| 3Y | +89.9% | +32.6% | +57.3% | +56.0% |
| 5Y | +49.3% | +8.2% | +41.0% | +35.3% |
| 10Y | +591.6% | +257.9% | +333.7% | +311.1% |
| All | +591.6% | +272.9% | +318.7% | +311.1% |
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