+643.8%
AMZN vs HDB
+62.8%
+581.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +2.8% | +4.1% | -1.3% | +1.7% |
| 30D | +3.4% | +13.0% | -9.5% | 0.0% |
| 3M | +0.1% | +11.3% | -11.2% | -2.9% |
| 6M | +0.6% | +6.9% | -6.3% | -1.8% |
| YTD | +15.9% | -29.6% | +45.5% | +25.9% |
| 1Y | +9.5% | -29.5% | +39.0% | +18.8% |
| 3Y | +86.3% | -8.1% | +94.4% | +84.3% |
| 5Y | +51.7% | -23.4% | +75.1% | +55.5% |
| All | +643.8% | +62.8% | +581.1% | +522.3% |
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