+3,647.2%
SHOP vs HD
+272.9%
+3,374.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | -0.3% |
| 7D | -2.7% | +3.6% | -6.3% | -5.3% |
| 30D | -11.0% | +21.6% | -32.6% | -24.8% |
| 3M | +0.3% | +0.1% | +0.2% | -0.3% |
| 6M | +37.7% | +13.0% | +24.7% | +23.2% |
| YTD | -5.5% | +4.9% | -10.5% | -11.6% |
| 1Y | -0.2% | -2.1% | +1.8% | -1.4% |
| 3Y | +151.9% | +32.6% | +119.3% | +87.7% |
| 5Y | -2.2% | +8.2% | -10.4% | -11.5% |
| 10Y | +3,647.2% | +257.9% | +3,389.3% | +1,924.1% |
| All | +3,647.2% | +272.9% | +3,374.3% | +1,924.1% |
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 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