+26.6%
BA vs HD
+253.5%
-226.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.0% |
| 7D | 0.0% | +5.2% | -5.2% | -3.5% |
| 30D | -8.9% | +20.7% | -29.7% | -20.3% |
| 3M | -25.5% | +0.8% | -26.3% | -26.5% |
| 6M | -27.0% | +12.2% | -39.2% | -33.4% |
| YTD | -20.1% | +4.2% | -24.4% | -23.7% |
| 1Y | -11.0% | -2.6% | -8.4% | -11.3% |
| 3Y | -11.8% | +30.0% | -41.8% | -31.8% |
| 5Y | -20.6% | +8.1% | -28.7% | -31.7% |
| 10Y | +26.6% | +247.2% | -220.5% | -46.2% |
| All | +26.6% | +253.5% | -226.9% | -46.2% |
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