+216.5%
QCOM vs HD
+257.8%
-41.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.4% | +6.7% |
| 7D | +0.4% | +4.3% | -4.0% | -2.4% |
| 30D | -6.6% | +20.2% | -26.8% | -17.4% |
| 3M | +3.7% | -1.0% | +4.7% | +3.6% |
| 6M | -13.3% | +7.9% | -21.2% | -19.2% |
| YTD | -1.8% | +2.0% | -3.8% | -5.6% |
| 1Y | -2.5% | -4.3% | +1.8% | -2.5% |
| 3Y | +47.0% | +25.9% | +21.0% | +18.8% |
| 5Y | +13.1% | +5.8% | +7.3% | +2.2% |
| All | +216.5% | +257.8% | -41.3% | +71.7% |
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