+1,469.6%
HD vs NDAQ
+2,327.9%
-858.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.5% |
| 7D | -2.1% | -2.4% | +0.4% | -1.4% |
| 30D | -8.4% | +2.5% | -10.9% | -9.1% |
| 3M | +4.3% | +9.9% | -5.6% | +1.3% |
| 6M | -11.1% | +9.4% | -20.6% | -13.8% |
| YTD | -4.7% | +0.4% | -5.1% | -5.7% |
| 1Y | -19.8% | +4.0% | -23.8% | -21.6% |
| 3Y | +4.1% | +94.4% | -90.3% | -15.5% |
| 5Y | +10.3% | +56.7% | -46.4% | -5.4% |
| 10Y | +203.2% | +375.3% | -172.1% | +94.1% |
| All | +1,469.6% | +2,327.9% | -858.3% | +626.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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