+1,367.3%
AAPL vs HD
+241.0%
+1,126.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +4.1% | +1.5% | +2.6% | +3.3% |
| 30D | +4.0% | +18.0% | -14.0% | -5.5% |
| 3M | +16.8% | +2.8% | +14.0% | +14.4% |
| 6M | +19.4% | +17.0% | +2.4% | +7.9% |
| YTD | +31.5% | +3.5% | +28.0% | +26.5% |
| 1Y | +31.0% | -2.6% | +33.6% | +30.1% |
| 3Y | +95.3% | +30.7% | +64.6% | +58.0% |
| 5Y | +143.4% | +6.2% | +137.1% | +119.5% |
| All | +1,367.3% | +241.0% | +1,126.3% | +662.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling