+23.3%
BA vs HD
+241.0%
-217.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | -1.1% | +1.5% | -2.6% | -2.2% |
| 30D | -7.1% | +18.0% | -25.1% | -17.4% |
| 3M | -25.5% | +2.8% | -28.3% | -27.5% |
| 6M | -28.7% | +17.0% | -45.7% | -36.8% |
| YTD | -21.0% | +3.5% | -24.5% | -24.1% |
| 1Y | -11.9% | -2.6% | -9.3% | -12.1% |
| 3Y | -16.2% | +30.7% | -46.9% | -35.5% |
| 5Y | -22.4% | +6.2% | -28.6% | -32.2% |
| All | +23.3% | +241.0% | -217.7% | -48.0% |
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 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