+30.7%
HD vs CG
+46.4%
-15.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +1.5% | +0.2% | +1.3% | +1.4% |
| 30D | +18.0% | +11.2% | +6.8% | +15.0% |
| 3M | +2.8% | -22.1% | +24.9% | +9.0% |
| 6M | +17.0% | -17.9% | +34.9% | +22.1% |
| YTD | +3.5% | -31.3% | +34.8% | +12.1% |
| 1Y | -2.6% | -24.0% | +21.4% | +2.7% |
| 3Y | +30.7% | +45.0% | -14.2% | +3.7% |
| All | +30.7% | +46.4% | -15.7% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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