+71.0%
UBER vs HD
+93.5%
-22.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.1% |
| 7D | -7.0% | -1.8% | -5.2% | -5.8% |
| 30D | -8.9% | -10.8% | +1.9% | -1.5% |
| 3M | +1.0% | -2.7% | +3.7% | +2.6% |
| 6M | -3.7% | -10.3% | +6.5% | +2.7% |
| YTD | -13.0% | -7.8% | -5.2% | -9.5% |
| 1Y | -25.5% | -23.1% | -2.4% | -12.4% |
| 3Y | +50.5% | +2.0% | +48.5% | +40.1% |
| 5Y | +76.2% | +6.2% | +69.9% | +54.8% |
| All | +71.0% | +93.5% | -22.5% | -24.8% |
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 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