+33,829.3%
HD vs NI
+5,716.3%
+28,113.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +1.5% | +4.3% | -2.8% | -0.1% |
| 30D | +18.0% | +12.4% | +5.6% | +12.8% |
| 3M | +2.8% | +10.2% | -7.4% | -1.1% |
| 6M | +17.0% | -0.8% | +17.8% | +17.1% |
| YTD | +3.5% | +13.2% | -9.7% | -1.7% |
| 1Y | -2.6% | +10.1% | -12.7% | -6.5% |
| 3Y | +30.7% | +103.1% | -72.4% | -2.2% |
| 5Y | +6.2% | +115.5% | -109.3% | -23.3% |
| 10Y | +242.7% | +195.5% | +47.2% | +114.5% |
| All | +33,829.3% | +5,716.3% | +28,113.0% | +6,312.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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