-41.8%
NOW vs HD
-3.7%
-38.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -2.1% |
| 7D | -1.7% | -0.5% | -1.2% | -1.7% |
| 30D | -27.4% | +18.5% | -45.9% | -27.8% |
| 3M | -19.4% | +2.2% | -21.6% | -19.3% |
| 6M | +13.1% | +13.8% | -0.7% | +14.1% |
| YTD | -34.3% | +3.4% | -37.7% | -33.8% |
| 1Y | -41.8% | -3.5% | -38.2% | -40.1% |
| All | -41.8% | -3.7% | -38.0% | -40.1% |
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