+504.6%
NOW vs HD
+272.9%
+231.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | -0.9% |
| 7D | -3.1% | +3.6% | -6.7% | -5.3% |
| 30D | -27.0% | +21.6% | -48.6% | -35.8% |
| 3M | -17.7% | +0.1% | -17.8% | -18.8% |
| 6M | +12.7% | +13.0% | -0.3% | +2.4% |
| YTD | -32.9% | +4.9% | -37.9% | -37.1% |
| 1Y | -40.4% | -2.1% | -38.3% | -41.7% |
| 3Y | -17.1% | +32.6% | -49.7% | -36.0% |
| 5Y | -25.7% | +8.2% | -33.9% | -34.8% |
| 10Y | +504.6% | +257.9% | +246.7% | +196.4% |
| All | +504.6% | +272.9% | +231.7% | +196.4% |
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