+122,851.5%
AAPL vs HD
+31,989.9%
+90,861.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.9% |
| 7D | +0.1% | -2.1% | +2.1% | +0.9% |
| 30D | +3.0% | -8.4% | +11.4% | +6.8% |
| 3M | +2.9% | +4.3% | -1.4% | +0.6% |
| 6M | +22.1% | -11.1% | +33.2% | +27.5% |
| YTD | +18.0% | -4.7% | +22.7% | +19.2% |
| 1Y | +33.9% | -19.8% | +53.7% | +45.2% |
| 3Y | +71.2% | +4.1% | +67.1% | +64.2% |
| 5Y | +112.6% | +10.3% | +102.3% | +97.4% |
| 10Y | +1,198.8% | +203.2% | +995.6% | +691.3% |
| All | +122,851.5% | +31,989.9% | +90,861.7% | +8,915.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling