+2,662.4%
DELL vs HD
+241.0%
+2,421.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.1% | -7.3% | -7.2% |
| 7D | +4.9% | +1.5% | +3.4% | +4.1% |
| 30D | -32.1% | +18.0% | -50.1% | -38.5% |
| 3M | -30.2% | +2.8% | -33.0% | -32.2% |
| 6M | +41.7% | +17.0% | +24.7% | +25.7% |
| YTD | +176.6% | +3.5% | +173.0% | +162.5% |
| 1Y | +159.9% | -2.6% | +162.5% | +154.7% |
| 3Y | +388.0% | +30.7% | +357.2% | +291.5% |
| 5Y | +578.2% | +6.2% | +572.0% | +505.6% |
| All | +2,662.4% | +241.0% | +2,421.4% | +1,378.7% |
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 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