+629.7%
AMZN vs HWM
+1,599.0%
-969.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.2% |
| 7D | +8.0% | -1.8% | +9.8% | +8.4% |
| 30D | +3.2% | -2.7% | +5.9% | +3.5% |
| 3M | -2.6% | -22.7% | +20.1% | +2.5% |
| 6M | -0.7% | -18.9% | +18.3% | +3.2% |
| YTD | +17.4% | +7.1% | +10.3% | +13.7% |
| 1Y | +9.0% | +4.7% | +4.4% | +6.1% |
| 3Y | +88.7% | +345.6% | -256.9% | +33.0% |
| 5Y | +55.6% | +588.3% | -532.7% | +1.1% |
| 10Y | +629.7% | +1,516.2% | -886.4% | +279.2% |
| All | +629.7% | +1,599.0% | -969.3% | +279.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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