+360.5%
BE vs HD
-19.2%
+379.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.4% | +7.5% |
| 7D | +20.0% | -2.1% | +22.0% | +19.6% |
| 30D | +7.9% | -8.4% | +16.3% | +6.5% |
| 3M | -13.2% | +4.3% | -17.6% | -14.0% |
| 6M | +53.5% | -11.1% | +64.6% | +46.2% |
| YTD | +191.0% | -4.7% | +195.7% | +180.3% |
| 1Y | +360.5% | -19.8% | +380.3% | +310.4% |
| All | +360.5% | -19.2% | +379.7% | +310.4% |
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