+319.1%
DELL vs HD
-19.2%
+338.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.6% |
| 7D | +14.9% | -2.1% | +16.9% | +14.7% |
| 30D | +13.3% | -8.4% | +21.7% | +12.6% |
| 3M | +24.4% | +4.3% | +20.0% | +22.6% |
| 6M | +258.0% | -11.1% | +269.1% | +260.9% |
| YTD | +320.2% | -4.7% | +324.9% | +331.9% |
| 1Y | +319.1% | -19.8% | +338.9% | +283.5% |
| All | +319.1% | -19.2% | +338.2% | +283.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling