+143.3%
DELL vs HD
-3.1%
+146.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.5% | -15.4% | -7.2% |
| 7D | -24.6% | +11.9% | -36.5% | -22.7% |
| 30D | -32.5% | +26.4% | -58.9% | -30.4% |
| 3M | -20.2% | +2.8% | -23.0% | -18.0% |
| 6M | +76.5% | +15.5% | +61.0% | +77.1% |
| YTD | +198.9% | +5.5% | +193.4% | +217.2% |
| 1Y | +143.3% | -4.6% | +147.9% | +161.2% |
| All | +143.3% | -3.1% | +146.5% | +161.2% |
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 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