+6.2%
MSFT vs HD
-2.4%
+8.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.2% |
| 7D | +2.3% | +5.2% | -2.9% | +2.1% |
| 30D | -0.4% | +20.7% | -21.1% | -0.8% |
| 3M | +5.6% | +0.8% | +4.8% | +5.6% |
| 6M | +29.0% | +12.2% | +16.7% | +29.4% |
| YTD | +10.9% | +4.2% | +6.7% | +10.8% |
| 1Y | +6.2% | -2.6% | +8.8% | +6.9% |
| All | +6.2% | -2.4% | +8.6% | +6.9% |
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