+346.9%
DELL vs HD
-23.6%
+370.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.2% |
| 7D | +8.7% | -1.8% | +10.6% | +8.6% |
| 30D | +16.9% | -10.8% | +27.7% | +16.0% |
| 3M | +40.4% | -2.7% | +43.1% | +38.5% |
| 6M | +267.1% | -10.3% | +277.4% | +266.5% |
| YTD | +329.1% | -7.8% | +336.9% | +340.5% |
| 1Y | +346.9% | -23.1% | +370.1% | +299.1% |
| All | +346.9% | -23.6% | +370.6% | +299.1% |
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