+641.7%
AMZN vs HD
+241.0%
+400.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +2.8% | +1.5% | +1.3% | +2.0% |
| 30D | +5.0% | +18.0% | -13.0% | -4.0% |
| 3M | +0.6% | +2.8% | -2.2% | -1.3% |
| 6M | -1.3% | +17.0% | -18.3% | -10.0% |
| YTD | +15.5% | +3.5% | +12.0% | +11.6% |
| 1Y | +12.2% | -2.6% | +14.8% | +11.9% |
| 3Y | +87.0% | +30.7% | +56.3% | +54.7% |
| 5Y | +51.3% | +6.2% | +45.1% | +38.3% |
| All | +641.7% | +241.0% | +400.7% | +332.8% |
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