+248.6%
HD vs BBY
+288.1%
-39.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +1.5% | +4.5% | -2.9% | -0.1% |
| 30D | +18.0% | +16.8% | +1.2% | +11.5% |
| 3M | +2.8% | +23.2% | -20.4% | -5.0% |
| 6M | +17.0% | +91.9% | -75.0% | -8.7% |
| YTD | +3.5% | +61.6% | -58.1% | -14.6% |
| 1Y | -2.6% | +43.9% | -46.5% | -16.2% |
| 3Y | +30.7% | +88.6% | -57.9% | -3.7% |
| 5Y | +6.2% | -3.1% | +9.3% | -2.0% |
| All | +248.6% | +288.1% | -39.6% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling