+262,336.6%
AMZN vs HL
+292.5%
+262,044.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | +0.8% | +7.1% | -6.3% | +0.3% |
| 30D | -6.4% | +21.4% | -27.8% | -7.8% |
| 3M | +4.8% | +37.4% | -32.6% | +2.1% |
| 6M | +20.5% | +0.4% | +20.1% | +19.7% |
| YTD | +11.3% | +6.7% | +4.6% | +9.5% |
| 1Y | +9.0% | +102.4% | -93.4% | +1.8% |
| 3Y | +85.9% | +417.4% | -331.5% | +59.6% |
| 5Y | +45.8% | +243.3% | -197.5% | +26.9% |
| 10Y | +555.5% | +242.6% | +312.9% | +438.7% |
| All | +262,336.6% | +292.5% | +262,044.0% | +234,277.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling