+3.6%
QCOM vs HD
-2.9%
+6.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +2.0% | -1.2% | +3.1% | +2.2% |
| 30D | +1.2% | +20.9% | -19.7% | -2.2% |
| 3M | +9.1% | -0.2% | +9.3% | +8.9% |
| 6M | -25.0% | +14.5% | -39.5% | -27.4% |
| YTD | +4.8% | +4.3% | +0.5% | +3.7% |
| 1Y | +3.6% | -3.5% | +7.1% | +4.4% |
| All | +3.6% | -2.9% | +6.5% | +4.4% |
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