+2.1%
HD vs BBY
+38.4%
-36.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.7% |
| 7D | -1.8% | +1.2% | -3.0% | -2.1% |
| 30D | -10.8% | +6.8% | -17.6% | -12.5% |
| 3M | -2.7% | +18.7% | -21.4% | -7.2% |
| 6M | -10.3% | +37.3% | -47.6% | -18.2% |
| YTD | -7.8% | +35.3% | -43.1% | -15.9% |
| 1Y | -23.1% | +20.7% | -43.8% | -27.9% |
| All | +2.1% | +38.4% | -36.3% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling