+39.8%
NFLX vs HD
+30.9%
+8.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.0% | +1.5% | -3.5% | -2.2% |
| 30D | -11.9% | +18.0% | -29.9% | -14.1% |
| 3M | -20.6% | +2.8% | -23.4% | -21.2% |
| 6M | -29.0% | +17.0% | -46.0% | -30.4% |
| YTD | -33.7% | +3.5% | -37.2% | -34.2% |
| 1Y | -46.2% | -2.6% | -43.6% | -46.1% |
| 3Y | +39.8% | +30.7% | +9.1% | +34.8% |
| All | +39.8% | +30.9% | +8.9% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 3y: compounded portfolio wealth divided by compounded HD 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…
3y analysis · Full analysis span regression · 6 months rolling