+55.3%
BE vs HD
-3.1%
+58.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.5% | -12.9% | -4.7% |
| 7D | -12.1% | +11.9% | -24.1% | -9.7% |
| 30D | -30.1% | +26.4% | -56.5% | -26.9% |
| 3M | -12.1% | +2.8% | -15.0% | -10.4% |
| 6M | -30.6% | +15.5% | -46.0% | -29.7% |
| YTD | +130.6% | +5.5% | +125.1% | +127.0% |
| 1Y | +55.3% | -4.6% | +59.9% | +45.9% |
| All | +55.3% | -3.1% | +58.4% | +45.9% |
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