+1,237.1%
AAPL vs HD
+203.3%
+1,033.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.3% |
| 7D | -3.0% | -1.8% | -1.1% | -2.0% |
| 30D | +2.3% | -10.8% | +13.1% | +8.9% |
| 3M | +8.6% | -2.7% | +11.3% | +9.7% |
| 6M | +21.6% | -10.3% | +31.8% | +27.9% |
| YTD | +16.3% | -7.8% | +24.1% | +19.9% |
| 1Y | +35.1% | -23.1% | +58.2% | +54.2% |
| 3Y | +79.4% | +2.0% | +77.4% | +68.9% |
| 5Y | +109.8% | +6.2% | +103.6% | +88.4% |
| 10Y | +1,237.1% | +210.2% | +1,026.9% | +646.1% |
| All | +1,237.1% | +203.3% | +1,033.8% | +646.1% |
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