+33.9%
AAPL vs HD
-19.2%
+53.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.7% |
| 7D | +0.1% | -2.1% | +2.1% | +0.5% |
| 30D | +3.0% | -8.4% | +11.4% | +4.8% |
| 3M | +2.9% | +4.3% | -1.4% | +2.3% |
| 6M | +22.1% | -11.1% | +33.2% | +23.9% |
| YTD | +18.0% | -4.7% | +22.7% | +19.1% |
| 1Y | +33.9% | -19.8% | +53.7% | +37.6% |
| All | +33.9% | -19.2% | +53.1% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 1y: compounded portfolio wealth divided by compounded HD 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…
1y analysis · Full analysis span regression · 6 months rolling