+38.3%
GOOGL vs HD
-23.6%
+62.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -2.0% |
| 7D | -1.9% | -1.8% | 0.0% | -1.4% |
| 30D | -7.5% | -10.8% | +3.4% | -4.9% |
| 3M | -9.2% | -2.7% | -6.5% | -8.7% |
| 6M | +8.1% | -10.3% | +18.3% | +9.4% |
| YTD | +5.8% | -7.8% | +13.7% | +7.5% |
| 1Y | +38.3% | -23.1% | +61.5% | +40.3% |
| All | +38.3% | -23.6% | +62.0% | +40.3% |
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