+43.3%
DIS vs HD
+25.9%
+17.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.4% |
| 7D | +5.2% | +4.3% | +0.9% | +3.4% |
| 30D | +11.5% | +20.2% | -8.7% | +3.3% |
| 3M | +11.5% | -1.0% | +12.5% | +11.8% |
| 6M | +8.9% | +7.9% | +1.0% | +5.1% |
| YTD | +3.4% | +2.0% | +1.4% | +1.9% |
| 1Y | +7.2% | -4.3% | +11.5% | +8.3% |
| 3Y | +43.3% | +25.9% | +17.4% | +46.6% |
| All | +43.3% | +25.9% | +17.5% | +46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling