+270.0%
INTC vs HD
+203.3%
+66.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.3% |
| 7D | +18.0% | -1.8% | +19.8% | +19.1% |
| 30D | +8.9% | -10.8% | +19.8% | +16.2% |
| 3M | -1.6% | -2.7% | +1.1% | -1.2% |
| 6M | +133.1% | -10.3% | +143.4% | +144.7% |
| YTD | +187.9% | -7.8% | +195.7% | +196.2% |
| 1Y | +334.7% | -23.1% | +357.8% | +398.4% |
| 3Y | +184.2% | +2.0% | +182.2% | +166.5% |
| 5Y | +116.0% | +6.2% | +109.8% | +91.9% |
| 10Y | +270.0% | +210.2% | +59.8% | +77.8% |
| All | +270.0% | +203.3% | +66.7% | +77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling