+298.1%
APP vs HD
+5.7%
+292.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.8% |
| 7D | +4.6% | +1.5% | +3.1% | +3.4% |
| 30D | +56.0% | +18.0% | +38.0% | +34.4% |
| 3M | +30.8% | +2.8% | +28.0% | +26.5% |
| 6M | -9.8% | +17.0% | -26.8% | -23.0% |
| YTD | -39.3% | +3.5% | -42.8% | -43.5% |
| 1Y | -26.4% | -2.6% | -23.9% | -28.0% |
| 3Y | +887.9% | +30.7% | +857.2% | +560.8% |
| All | +298.1% | +5.7% | +292.4% | +207.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling