+6.7%
AMZN vs HL
+22.6%
-15.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +13.2% | -7.1% | +4.9% |
| 7D | +4.5% | +0.2% | +4.3% | +4.3% |
| 30D | +5.8% | -12.1% | +17.9% | +6.6% |
| 3M | -4.1% | -2.8% | -1.3% | -4.4% |
| 6M | -2.2% | -14.9% | +12.7% | -1.8% |
| YTD | +15.3% | -22.0% | +37.3% | +13.8% |
| 1Y | +6.7% | +25.0% | -18.3% | -1.1% |
| All | +6.7% | +22.6% | -15.9% | -1.1% |
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