+85.6%
AMZN vs HD
+25.9%
+59.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.3% |
| 7D | +7.9% | +4.3% | +3.5% | +6.3% |
| 30D | -0.2% | +20.2% | -20.4% | -6.9% |
| 3M | -4.8% | -1.0% | -3.8% | -4.3% |
| 6M | -5.7% | +7.9% | -13.6% | -8.7% |
| YTD | +12.3% | +2.0% | +10.4% | +10.6% |
| 1Y | +6.7% | -4.3% | +11.0% | +7.8% |
| 3Y | +85.6% | +25.9% | +59.6% | +67.9% |
| All | +85.6% | +25.9% | +59.7% | +67.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling