+44.9%
AMZN vs HRB
+104.8%
-60.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.6% |
| 7D | -1.0% | -10.6% | +9.6% | +0.3% |
| 30D | -9.2% | -0.8% | -8.4% | -9.4% |
| 3M | +3.4% | +19.1% | -15.7% | +0.3% |
| 6M | +18.2% | +48.7% | -30.5% | +10.2% |
| YTD | +9.3% | +7.1% | +2.2% | +8.3% |
| 1Y | +5.9% | -8.3% | +14.3% | +7.8% |
| 3Y | +82.6% | +25.8% | +56.8% | +65.4% |
| 5Y | +44.9% | +111.1% | -66.2% | +13.0% |
| All | +44.9% | +104.8% | -60.0% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling