+564.1%
AMZN vs PH
+795.7%
-231.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -9.2% | -10.3% | +1.1% | -5.7% |
| 3M | +3.4% | +5.1% | -1.7% | +1.1% |
| 6M | +18.2% | +2.3% | +15.9% | +16.4% |
| YTD | +9.3% | +8.7% | +0.7% | +5.0% |
| 1Y | +5.9% | +26.8% | -20.8% | -4.2% |
| 3Y | +82.6% | +139.2% | -56.6% | +31.2% |
| 5Y | +44.9% | +251.1% | -206.2% | -9.1% |
| 10Y | +564.1% | +812.6% | -248.5% | +207.4% |
| All | +564.1% | +795.7% | -231.6% | +207.4% |
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