+9.7%
AMZN vs HL
+134.7%
-125.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | 0.0% |
| 7D | -3.0% | +1.5% | -4.4% | -3.1% |
| 30D | -5.2% | +25.1% | -30.2% | -6.5% |
| 3M | +1.9% | +22.9% | -21.0% | +0.4% |
| 6M | +19.2% | -4.9% | +24.1% | +18.7% |
| YTD | +12.0% | +7.8% | +4.2% | +10.3% |
| 1Y | +9.7% | +133.9% | -124.2% | +6.4% |
| All | +9.7% | +134.7% | -125.0% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling