+261.6%
APP vs HD
+6.3%
+255.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -1.5% | +32.6% | +32.3% |
| 7D | +39.7% | +6.4% | +33.3% | +32.0% |
| 30D | +27.7% | +22.1% | +5.7% | +6.8% |
| 3M | -14.8% | -0.2% | -14.6% | -15.2% |
| 6M | -25.5% | +12.6% | -38.1% | -34.1% |
| YTD | -47.2% | +3.9% | -51.1% | -50.9% |
| 1Y | -42.3% | -3.7% | -38.5% | -42.7% |
| 3Y | +806.8% | +27.9% | +778.9% | +525.0% |
| 5Y | +261.6% | +7.8% | +253.8% | +179.0% |
| All | +261.6% | +6.3% | +255.4% | +179.0% |
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