+553.0%
AMZN vs HDB
+32.9%
+520.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | -2.7% | -6.2% | +3.5% | -1.1% |
| 30D | -7.5% | -6.2% | -1.3% | -5.9% |
| 3M | +5.8% | -5.9% | +11.7% | +7.1% |
| 6M | +17.5% | -25.9% | +43.4% | +26.4% |
| YTD | +9.1% | -40.2% | +49.4% | +24.0% |
| 1Y | +9.4% | -38.0% | +47.4% | +22.8% |
| 3Y | +82.2% | -30.5% | +112.7% | +95.0% |
| 5Y | +45.2% | -38.1% | +83.3% | +57.4% |
| All | +553.0% | +32.9% | +520.1% | +480.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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