+276,532.2%
AMZN vs HD
+4,724.0%
+271,808.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.9% |
| 7D | +8.0% | +5.2% | +2.9% | +5.0% |
| 30D | +3.2% | +20.7% | -17.5% | -7.8% |
| 3M | -2.6% | +0.8% | -3.4% | -3.7% |
| 6M | -0.7% | +12.2% | -12.9% | -8.2% |
| YTD | +17.4% | +4.2% | +13.1% | +12.4% |
| 1Y | +9.0% | -2.6% | +11.6% | +8.3% |
| 3Y | +88.7% | +30.0% | +58.7% | +55.3% |
| 5Y | +55.6% | +8.1% | +47.5% | +42.4% |
| 10Y | +629.7% | +247.2% | +382.6% | +220.1% |
| All | +276,532.2% | +4,724.0% | +271,808.2% | +27,823.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling