+33.2%
BE vs HD
-2.4%
+35.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.5% |
| 7D | -13.4% | +5.2% | -18.6% | -12.3% |
| 30D | -33.9% | +20.7% | -54.6% | -31.8% |
| 3M | -12.0% | +0.8% | -12.8% | -10.7% |
| 6M | -29.0% | +12.2% | -41.2% | -28.8% |
| YTD | +113.4% | +4.2% | +109.2% | +107.5% |
| 1Y | +33.2% | -2.6% | +35.7% | +26.4% |
| All | +33.2% | -2.4% | +35.6% | +26.4% |
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