+504.4%
NOW vs HD
+240.6%
+263.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.5% |
| 7D | -1.7% | -0.5% | -1.2% | -1.4% |
| 30D | -27.4% | +18.5% | -45.9% | -35.1% |
| 3M | -19.4% | +2.2% | -21.6% | -21.4% |
| 6M | +13.1% | +13.8% | -0.7% | +2.3% |
| YTD | -34.3% | +3.4% | -37.7% | -37.8% |
| 1Y | -41.8% | -3.5% | -38.2% | -42.5% |
| 3Y | -20.7% | +29.0% | -49.7% | -37.7% |
| 5Y | -27.2% | +6.1% | -33.3% | -35.4% |
| All | +504.4% | +240.6% | +263.8% | +180.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling