+133,818.3%
AAPL vs HD
+34,983.4%
+98,834.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +5.0% | +5.2% | -0.2% | +2.8% |
| 30D | +3.5% | +20.7% | -17.2% | -4.6% |
| 3M | +13.1% | +0.8% | +12.3% | +12.2% |
| 6M | +19.0% | +12.2% | +6.8% | +12.4% |
| YTD | +28.5% | +4.2% | +24.3% | +24.6% |
| 1Y | +29.7% | -2.6% | +32.3% | +29.1% |
| 3Y | +89.2% | +30.0% | +59.2% | +64.7% |
| 5Y | +141.2% | +8.1% | +133.1% | +125.2% |
| 10Y | +1,306.6% | +247.2% | +1,059.4% | +708.8% |
| All | +133,818.3% | +34,983.4% | +98,834.9% | +9,324.7% |
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