+59.6%
T vs HD
+25.9%
+33.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.6% |
| 7D | +1.0% | +4.3% | -3.3% | +0.3% |
| 30D | -10.6% | +20.2% | -30.8% | -13.0% |
| 3M | -7.7% | -1.0% | -6.7% | -8.0% |
| 6M | -13.3% | +7.9% | -21.2% | -14.7% |
| YTD | -8.8% | +2.0% | -10.8% | -9.7% |
| 1Y | -8.4% | -4.3% | -4.1% | -8.5% |
| 3Y | +59.6% | +25.9% | +33.7% | +58.8% |
| All | +59.6% | +25.9% | +33.8% | +58.8% |
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 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