+1,184.4%
STX vs HD
+4.5%
+1,179.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +6.2% |
| 7D | +2.4% | -2.1% | +4.4% | +2.8% |
| 30D | +1.4% | -8.4% | +9.8% | +3.1% |
| 3M | -8.2% | +4.3% | -12.6% | -11.4% |
| 6M | +127.0% | -11.1% | +138.2% | +133.2% |
| YTD | +209.1% | -4.7% | +213.8% | +207.0% |
| 1Y | +365.4% | -19.8% | +385.2% | +399.1% |
| All | +1,184.4% | +4.5% | +1,179.9% | +1,016.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling