+30,348.8%
AMZN vs HDB
+3,812.1%
+26,536.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | 0.0% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | -5.2% | -2.8% | -2.4% | -4.4% |
| 3M | +1.9% | -3.5% | +5.4% | +2.6% |
| 6M | +19.2% | -24.7% | +43.9% | +29.2% |
| YTD | +12.0% | -36.6% | +48.6% | +27.7% |
| 1Y | +9.7% | -34.4% | +44.1% | +23.4% |
| 3Y | +87.2% | -24.4% | +111.6% | +97.6% |
| 5Y | +48.7% | -35.4% | +84.0% | +63.4% |
| 10Y | +569.3% | +39.5% | +529.8% | +440.5% |
| All | +30,348.8% | +3,812.1% | +26,536.6% | +9,388.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling