+400.9%
DELL vs HD
+30.7%
+370.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.9% | +2.5% | +4.9% |
| 7D | -11.8% | +3.6% | -15.4% | -12.4% |
| 30D | -40.8% | +21.6% | -62.4% | -43.8% |
| 3M | -23.6% | +0.1% | -23.7% | -23.2% |
| 6M | +33.4% | +13.0% | +20.4% | +26.9% |
| YTD | +178.0% | +4.9% | +173.1% | +173.7% |
| 1Y | +138.6% | -2.1% | +140.6% | +142.4% |
| 3Y | +400.9% | +32.6% | +368.3% | +406.0% |
| All | +400.9% | +30.7% | +370.1% | +406.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling