-37.0%
APP vs HD
-5.0%
-32.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.8% | +11.7% | +10.1% |
| 7D | +71.2% | +4.3% | +66.9% | +69.2% |
| 30D | +39.1% | +20.2% | +18.9% | +34.3% |
| 3M | +16.5% | -1.0% | +17.6% | +15.4% |
| 6M | -16.6% | +7.9% | -24.5% | -17.2% |
| YTD | -41.9% | +2.0% | -43.9% | -43.0% |
| 1Y | -37.0% | -4.3% | -32.7% | -38.5% |
| All | -37.0% | -5.0% | -32.0% | -38.5% |
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