+565.7%
AMZN vs HRB
+209.1%
+356.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.9% |
| 7D | -0.7% | -8.0% | +7.4% | +0.4% |
| 30D | -3.9% | -16.0% | +12.0% | -1.8% |
| 3M | +6.3% | +26.9% | -20.5% | +2.3% |
| 6M | +20.8% | +51.1% | -30.4% | +12.5% |
| YTD | +11.2% | +7.1% | +4.2% | +9.1% |
| 1Y | +11.7% | -9.6% | +21.3% | +12.2% |
| 3Y | +79.4% | +25.4% | +54.0% | +68.0% |
| 5Y | +48.0% | +114.9% | -66.9% | +26.8% |
| All | +565.7% | +209.1% | +356.5% | +438.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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