-38.7%
NOW vs HD
-3.1%
-35.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.5% | -6.8% | -0.2% |
| 7D | -27.5% | +11.9% | -39.5% | -27.3% |
| 30D | -20.0% | +26.4% | -46.5% | -20.8% |
| 3M | -7.9% | +2.8% | -10.7% | -7.6% |
| 6M | +18.3% | +15.5% | +2.8% | +19.3% |
| YTD | -29.0% | +5.5% | -34.5% | -28.5% |
| 1Y | -38.7% | -4.6% | -34.1% | -36.3% |
| All | -38.7% | -3.1% | -35.6% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling