+246.2%
DIA vs HD
+204.3%
+41.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | 0.0% |
| 7D | +0.1% | -1.2% | +1.2% | +0.6% |
| 30D | -2.1% | -11.1% | +9.1% | +3.8% |
| 3M | +4.2% | +2.0% | +2.1% | +2.5% |
| 6M | +11.9% | -10.5% | +22.3% | +17.3% |
| YTD | +10.8% | -6.9% | +17.7% | +13.5% |
| 1Y | +17.5% | -23.2% | +40.7% | +32.5% |
| 3Y | +59.9% | +3.1% | +56.9% | +51.6% |
| 5Y | +64.1% | +7.4% | +56.8% | +47.5% |
| 10Y | +246.2% | +205.0% | +41.2% | +84.1% |
| All | +246.2% | +204.3% | +41.9% | +84.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling