+34,084.2%
HD vs RVTY
+2,959.8%
+31,124.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -1.2% | -0.7% | -0.4% | -1.0% |
| 30D | +20.9% | +1.7% | +19.1% | +19.9% |
| 3M | -0.2% | +36.8% | -37.0% | -8.5% |
| 6M | +14.5% | +60.1% | -45.6% | +0.5% |
| YTD | +4.3% | +64.0% | -59.7% | -9.5% |
| 1Y | -3.5% | +68.2% | -71.7% | -16.9% |
| 3Y | +30.1% | +88.8% | -58.7% | +6.6% |
| 5Y | +8.5% | -10.5% | +19.0% | +5.4% |
| 10Y | +245.3% | +219.7% | +25.6% | +143.2% |
| All | +34,084.2% | +2,959.8% | +31,124.5% | +10,671.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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