+33,829.3%
HD vs EQT
+2,883.8%
+30,945.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | 0.0% |
| 7D | +1.5% | +6.9% | -5.4% | +0.3% |
| 30D | +18.0% | +0.4% | +17.6% | +17.8% |
| 3M | +2.8% | -2.0% | +4.8% | +2.9% |
| 6M | +17.0% | -5.0% | +22.0% | +17.4% |
| YTD | +3.5% | -0.3% | +3.8% | +2.6% |
| 1Y | -2.6% | -11.3% | +8.7% | -1.5% |
| 3Y | +30.7% | +38.3% | -7.6% | +18.7% |
| 5Y | +6.2% | +166.4% | -160.1% | -18.7% |
| 10Y | +242.7% | +62.2% | +180.5% | +156.1% |
| All | +33,829.3% | +2,883.8% | +30,945.5% | +9,954.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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