+500.0%
APP vs HD
+23.0%
+477.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.8% | +11.7% | +11.3% |
| 7D | +71.2% | +4.3% | +66.9% | +64.6% |
| 30D | +39.1% | +20.2% | +18.9% | +18.9% |
| 3M | +16.5% | -1.0% | +17.6% | +16.3% |
| 6M | -16.6% | +7.9% | -24.5% | -22.9% |
| YTD | -41.9% | +2.0% | -43.9% | -45.0% |
| 1Y | -37.0% | -4.3% | -32.7% | -37.4% |
| 3Y | +892.4% | +25.9% | +866.5% | +623.4% |
| 5Y | +297.3% | +5.8% | +291.5% | +218.1% |
| All | +500.0% | +23.0% | +477.0% | +406.2% |
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