+109.0%
AAPL vs HD
+8.2%
+100.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.1% |
| 7D | -2.7% | -1.2% | -1.6% | -2.2% |
| 30D | +1.0% | -11.1% | +12.1% | +6.8% |
| 3M | +5.0% | +2.0% | +2.9% | +3.3% |
| 6M | +23.0% | -10.5% | +33.5% | +28.9% |
| YTD | +16.6% | -6.9% | +23.5% | +19.2% |
| 1Y | +33.4% | -23.2% | +56.6% | +50.6% |
| 3Y | +79.9% | +3.1% | +76.8% | +68.8% |
| 5Y | +109.0% | +7.4% | +101.6% | +79.8% |
| All | +109.0% | +8.2% | +100.8% | +79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling