-26.4%
NOW vs HD
+5.3%
-31.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | +0.6% |
| 7D | -3.0% | +4.3% | -7.3% | -5.3% |
| 30D | -26.0% | +20.2% | -46.2% | -33.8% |
| 3M | -13.1% | -1.0% | -12.1% | -13.4% |
| 6M | +14.5% | +7.9% | +6.6% | +7.8% |
| YTD | -33.4% | +2.0% | -35.4% | -36.1% |
| 1Y | -40.6% | -4.3% | -36.3% | -40.7% |
| 3Y | -16.3% | +25.9% | -42.2% | -35.2% |
| All | -26.4% | +5.3% | -31.7% | -38.8% |
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