+1,980.5%
NOW vs HD
+832.5%
+1,148.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.5% | -4.4% | -5.0% |
| 7D | -6.7% | +6.4% | -13.0% | -10.3% |
| 30D | -25.8% | +22.1% | -47.9% | -35.2% |
| 3M | -12.7% | -0.2% | -12.5% | -13.7% |
| 6M | +11.2% | +12.6% | -1.4% | +0.9% |
| YTD | -33.2% | +3.9% | -37.1% | -37.1% |
| 1Y | -41.8% | -3.7% | -38.1% | -42.6% |
| 3Y | -15.7% | +27.9% | -43.5% | -33.5% |
| 5Y | -26.0% | +7.8% | -33.9% | -34.9% |
| 10Y | +515.1% | +269.4% | +245.7% | +123.7% |
| All | +1,980.5% | +832.5% | +1,148.0% | +407.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling