+9.0%
MSFT vs HD
-3.1%
+12.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +6.5% | +0.2% | +6.4% |
| 7D | +4.7% | +11.9% | -7.3% | +4.3% |
| 30D | +5.8% | +26.4% | -20.6% | +5.0% |
| 3M | +13.0% | +2.8% | +10.2% | +12.9% |
| 6M | +34.9% | +15.5% | +19.5% | +35.1% |
| YTD | +15.7% | +5.5% | +10.1% | +15.3% |
| 1Y | +9.0% | -4.6% | +13.5% | +10.6% |
| All | +9.0% | -3.1% | +12.1% | +10.6% |
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 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