+528.8%
APP vs HD
+26.6%
+502.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.9% | +1.9% | +2.5% |
| 7D | +79.2% | +3.6% | +75.6% | +73.6% |
| 30D | +48.0% | +21.6% | +26.4% | +25.6% |
| 3M | +18.2% | +0.1% | +18.1% | +17.1% |
| 6M | -12.5% | +13.0% | -25.5% | -22.1% |
| YTD | -39.2% | +4.9% | -44.1% | -43.6% |
| 1Y | -33.9% | -2.1% | -31.8% | -35.3% |
| 3Y | +933.3% | +32.6% | +900.7% | +619.9% |
| 5Y | +295.9% | +8.2% | +287.6% | +209.9% |
| All | +528.8% | +26.6% | +502.3% | +419.1% |
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