+2.1%
HD vs SN
+496.6%
-494.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.5% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -11.1% | -5.6% | -5.5% | -10.3% |
| 3M | +2.0% | +48.1% | -46.0% | -5.2% |
| 6M | -10.5% | +57.6% | -68.1% | -17.9% |
| YTD | -6.9% | +56.5% | -63.4% | -14.7% |
| 1Y | -23.2% | +52.6% | -75.7% | -29.6% |
| 3Y | +3.1% | +412.0% | -408.9% | -15.7% |
| All | +2.1% | +496.6% | -494.5% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling