+668.0%
BE vs HD
+112.4%
+555.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -5.0% |
| 7D | +10.8% | +1.5% | +9.3% | +9.7% |
| 30D | -19.8% | +18.0% | -37.8% | -31.7% |
| 3M | -18.7% | +2.8% | -21.5% | -22.2% |
| 6M | -33.7% | +17.0% | -50.7% | -45.1% |
| YTD | +121.0% | +3.5% | +117.4% | +100.9% |
| 1Y | +85.4% | -2.6% | +88.0% | +76.4% |
| 3Y | +1,709.5% | +30.7% | +1,678.8% | +1,106.9% |
| 5Y | +462.2% | +6.2% | +456.0% | +366.4% |
| All | +668.0% | +112.4% | +555.5% | +160.6% |
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