-25.1%
NOW vs HD
+5.7%
-30.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | +0.3% | +1.5% | -1.2% | -0.5% |
| 30D | -27.0% | +18.0% | -44.9% | -33.8% |
| 3M | -19.6% | +2.8% | -22.4% | -21.5% |
| 6M | +17.5% | +17.0% | +0.5% | +5.5% |
| YTD | -33.3% | +3.5% | -36.8% | -36.4% |
| 1Y | -39.8% | -2.6% | -37.2% | -40.4% |
| 3Y | -19.9% | +30.7% | -50.6% | -39.6% |
| All | -25.1% | +5.7% | -30.8% | -37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling