+1,306.6%
AAPL vs HD
+253.5%
+1,053.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | +5.0% | +5.2% | -0.2% | +2.1% |
| 30D | +3.5% | +20.7% | -17.2% | -7.1% |
| 3M | +13.1% | +0.8% | +12.3% | +12.0% |
| 6M | +19.0% | +12.2% | +6.8% | +10.2% |
| YTD | +28.5% | +4.2% | +24.3% | +23.2% |
| 1Y | +29.7% | -2.6% | +32.3% | +28.8% |
| 3Y | +89.2% | +30.0% | +59.2% | +53.7% |
| 5Y | +141.2% | +8.1% | +133.1% | +115.2% |
| 10Y | +1,306.6% | +247.2% | +1,059.4% | +608.2% |
| All | +1,306.6% | +253.5% | +1,053.1% | +608.2% |
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