+44.9%
C vs HD
-19.2%
+64.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | +3.6% | -2.1% | +5.7% | +4.2% |
| 30D | +0.1% | -8.4% | +8.5% | +2.4% |
| 3M | +2.4% | +4.3% | -1.9% | +0.4% |
| 6M | +24.9% | -11.1% | +36.1% | +26.8% |
| YTD | +19.8% | -4.7% | +24.5% | +19.1% |
| 1Y | +44.9% | -19.8% | +64.7% | +52.5% |
| All | +44.9% | -19.2% | +64.0% | +52.5% |
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