+520.8%
APP vs HD
+25.8%
+495.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.3% | +2.3% |
| 7D | +48.9% | -1.2% | +50.1% | +49.7% |
| 30D | +49.4% | +20.9% | +28.6% | +27.4% |
| 3M | +27.0% | -0.2% | +27.2% | +26.1% |
| 6M | -15.4% | +14.5% | -29.9% | -25.5% |
| YTD | -39.9% | +4.3% | -44.2% | -44.1% |
| 1Y | -32.0% | -3.5% | -28.5% | -32.5% |
| 3Y | +824.3% | +30.1% | +794.2% | +555.2% |
| 5Y | +252.4% | +8.5% | +244.0% | +177.5% |
| All | +520.8% | +25.8% | +495.0% | +414.9% |
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