+152.6%
GOOGL vs HD
+6.7%
+145.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | -2.3% | -2.1% | -0.2% | -1.8% |
| 30D | -6.6% | -8.4% | +1.9% | -4.5% |
| 3M | -8.9% | +4.3% | -13.3% | -10.0% |
| 6M | +11.9% | -11.1% | +23.0% | +14.4% |
| YTD | +8.3% | -4.7% | +13.0% | +9.1% |
| 1Y | +46.2% | -19.8% | +66.0% | +53.1% |
| All | +152.6% | +6.7% | +145.9% | +147.6% |
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