+641.7%
AMZN vs PH
+700.2%
-58.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | +4.3% | -1.5% | +1.3% |
| 30D | +5.0% | +0.1% | +4.8% | +4.7% |
| 3M | +0.6% | -9.4% | +10.0% | +3.9% |
| 6M | -1.3% | +8.8% | -10.0% | -5.0% |
| YTD | +15.5% | +9.6% | +5.9% | +10.3% |
| 1Y | +12.2% | +14.4% | -2.2% | +5.4% |
| 3Y | +87.0% | +134.5% | -47.5% | +34.8% |
| 5Y | +51.3% | +204.4% | -153.1% | -2.2% |
| All | +641.7% | +700.2% | -58.5% | +253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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