+272,508.4%
AMZN vs PH
+6,563.3%
+265,945.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +1.0% |
| 7D | +8.7% | +3.0% | +5.6% | +7.0% |
| 30D | +1.7% | -0.6% | +2.3% | +1.7% |
| 3M | -2.8% | -10.7% | +8.0% | +2.0% |
| 6M | -2.1% | +9.1% | -11.2% | -6.8% |
| YTD | +15.6% | +9.5% | +6.1% | +9.2% |
| 1Y | +9.2% | +14.0% | -4.8% | +1.2% |
| 3Y | +89.9% | +138.9% | -49.0% | +23.7% |
| 5Y | +49.3% | +209.1% | -159.9% | -14.6% |
| 10Y | +591.6% | +737.3% | -145.7% | +118.4% |
| All | +272,508.4% | +6,563.3% | +265,945.1% | +26,363.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling