+85.9%
AMZN vs PH
+141.1%
-55.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +0.8% | +0.4% | +0.4% | +0.6% |
| 30D | -6.4% | -10.8% | +4.4% | -1.6% |
| 3M | +4.8% | +8.5% | -3.7% | +0.3% |
| 6M | +20.5% | +3.9% | +16.6% | +17.0% |
| YTD | +11.3% | +9.4% | +1.9% | +4.9% |
| 1Y | +9.0% | +26.8% | -17.8% | -5.3% |
| 3Y | +85.9% | +140.8% | -54.9% | +23.6% |
| All | +85.9% | +141.1% | -55.2% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling