+532.2%
BE vs HD
+5.7%
+526.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -5.0% |
| 7D | +10.8% | +1.5% | +9.3% | +9.9% |
| 30D | -19.8% | +18.0% | -37.8% | -29.3% |
| 3M | -18.7% | +2.8% | -21.5% | -21.1% |
| 6M | -33.7% | +17.0% | -50.7% | -43.2% |
| YTD | +121.0% | +3.5% | +117.4% | +105.2% |
| 1Y | +85.4% | -2.6% | +88.0% | +79.6% |
| 3Y | +1,709.5% | +30.7% | +1,678.8% | +1,120.1% |
| All | +532.2% | +5.7% | +526.5% | +369.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling