+503.8%
APP vs HD
+24.7%
+479.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -2.1% |
| 7D | +10.6% | -0.5% | +11.0% | +10.9% |
| 30D | +44.6% | +18.5% | +26.1% | +25.3% |
| 3M | +29.6% | +2.2% | +27.4% | +26.2% |
| 6M | -19.8% | +13.8% | -33.6% | -29.0% |
| YTD | -41.6% | +3.4% | -45.0% | -45.2% |
| 1Y | -32.7% | -3.5% | -29.2% | -33.3% |
| 3Y | +799.0% | +29.0% | +770.0% | +541.7% |
| 5Y | +250.4% | +6.1% | +244.3% | +177.1% |
| All | +503.8% | +24.7% | +479.1% | +404.3% |
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