+57.4%
INTC vs HD
-3.1%
+60.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.5% | -10.3% | -3.2% |
| 7D | -39.0% | +11.9% | -50.9% | -38.6% |
| 30D | -49.8% | +26.4% | -76.3% | -50.2% |
| 3M | -42.2% | +2.8% | -45.0% | -40.5% |
| 6M | -39.2% | +15.5% | -54.6% | -39.7% |
| YTD | +57.9% | +5.5% | +52.4% | +59.4% |
| 1Y | +57.4% | -4.6% | +61.9% | +62.0% |
| All | +57.4% | -3.1% | +60.5% | +62.0% |
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 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