+808.8%
NOW vs HD
+203.6%
+605.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.5% |
| 7D | -2.4% | -2.1% | -0.3% | -1.1% |
| 30D | +20.5% | -8.4% | +28.9% | +27.0% |
| 3M | +18.3% | +4.3% | +14.0% | +14.5% |
| 6M | +24.1% | -11.1% | +35.2% | +31.2% |
| YTD | -7.8% | -4.7% | -3.1% | -7.3% |
| 1Y | -21.4% | -19.8% | -1.6% | -11.9% |
| 3Y | +19.5% | +4.1% | +15.4% | +9.5% |
| 5Y | +4.1% | +10.3% | -6.2% | -9.1% |
| All | +808.8% | +203.6% | +605.2% | +370.3% |
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