+33,950.9%
HD vs D
+2,488.7%
+31,462.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | +6.4% | +6.9% | -0.6% | +3.5% |
| 30D | +22.1% | +12.3% | +9.7% | +16.4% |
| 3M | -0.2% | +3.0% | -3.2% | -1.4% |
| 6M | +12.6% | +12.8% | -0.2% | +6.8% |
| YTD | +3.9% | +22.6% | -18.7% | -4.9% |
| 1Y | -3.7% | +21.7% | -25.4% | -11.8% |
| 3Y | +27.9% | +83.9% | -56.1% | -3.2% |
| 5Y | +7.8% | +14.0% | -6.1% | -1.4% |
| 10Y | +269.4% | +45.6% | +223.8% | +195.5% |
| All | +33,950.9% | +2,488.7% | +31,462.3% | +6,374.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 all: compounded portfolio wealth divided by compounded D 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…
all analysis · Full analysis span regression · 6 months rolling