+289.3%
INTC vs HD
-19.2%
+308.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +4.4% |
| 7D | +7.1% | -2.1% | +9.1% | +7.4% |
| 30D | -5.2% | -8.4% | +3.2% | -3.9% |
| 3M | -14.3% | +4.3% | -18.6% | -15.7% |
| 6M | +110.2% | -11.1% | +121.3% | +110.7% |
| YTD | +159.6% | -4.7% | +164.3% | +159.2% |
| 1Y | +289.3% | -19.8% | +309.1% | +274.3% |
| All | +289.3% | -19.2% | +308.5% | +274.3% |
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