+105.7%
INTC vs HD
+247.1%
-141.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.7% |
| 7D | -4.0% | +5.2% | -9.2% | -6.9% |
| 30D | -44.5% | +20.7% | -65.2% | -50.8% |
| 3M | -40.4% | +0.8% | -41.2% | -41.6% |
| 6M | -53.5% | +12.2% | -65.7% | -57.7% |
| YTD | +57.5% | +4.2% | +53.3% | +48.8% |
| 1Y | +51.2% | -2.6% | +53.7% | +48.4% |
| 3Y | +51.6% | +30.0% | +21.6% | +20.5% |
| 5Y | +23.5% | +8.1% | +15.4% | +8.4% |
| All | +105.7% | +247.1% | -141.4% | -7.0% |
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 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