+250.3%
QCOM vs HD
+203.6%
+46.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | +3.3% | -2.1% | +5.4% | +4.7% |
| 30D | +7.7% | -8.4% | +16.1% | +13.8% |
| 3M | -30.1% | +4.3% | -34.4% | -32.8% |
| 6M | +22.8% | -11.1% | +34.0% | +30.7% |
| YTD | +0.2% | -4.7% | +4.9% | +1.2% |
| 1Y | +7.9% | -19.8% | +27.7% | +21.9% |
| 3Y | +55.8% | +4.1% | +51.7% | +44.4% |
| 5Y | +30.1% | +10.3% | +19.8% | +14.5% |
| All | +250.3% | +203.6% | +46.7% | +93.5% |
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