+4,177.7%
DELL vs HD
+203.3%
+3,974.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.8% |
| 7D | +8.7% | -1.8% | +10.6% | +9.8% |
| 30D | +16.9% | -10.8% | +27.7% | +23.9% |
| 3M | +40.4% | -2.7% | +43.1% | +40.5% |
| 6M | +267.1% | -10.3% | +277.4% | +281.6% |
| YTD | +329.1% | -7.8% | +336.9% | +338.9% |
| 1Y | +346.9% | -23.1% | +370.1% | +405.9% |
| 3Y | +696.6% | +2.0% | +694.6% | +647.4% |
| 5Y | +1,106.2% | +6.2% | +1,100.0% | +976.9% |
| 10Y | +4,177.7% | +210.2% | +3,967.6% | +2,222.9% |
| All | +4,177.7% | +203.3% | +3,974.5% | +2,222.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling