+262,336.6%
AMZN vs HRB
+1,309.0%
+261,027.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | +1.1% |
| 7D | +0.8% | -9.1% | +9.9% | +3.2% |
| 30D | -6.4% | +0.3% | -6.6% | -7.1% |
| 3M | +4.8% | +23.4% | -18.6% | -1.9% |
| 6M | +20.5% | +45.1% | -24.6% | +6.4% |
| YTD | +11.3% | +8.9% | +2.4% | +5.8% |
| 1Y | +9.0% | -7.9% | +16.9% | +7.8% |
| 3Y | +85.9% | +27.9% | +58.0% | +63.7% |
| 5Y | +45.8% | +108.3% | -62.5% | +9.5% |
| 10Y | +555.5% | +208.4% | +347.0% | +291.9% |
| All | +262,336.6% | +1,309.0% | +261,027.6% | +61,565.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling