+3,310.4%
V vs HD
+1,922.3%
+1,388.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.9% | +1.0% |
| 7D | +2.2% | +4.3% | -2.1% | -0.2% |
| 30D | +13.6% | +20.2% | -6.6% | +2.7% |
| 3M | +14.3% | -1.0% | +15.3% | +14.4% |
| 6M | +33.1% | +7.9% | +25.2% | +26.5% |
| YTD | +21.2% | +2.0% | +19.3% | +17.7% |
| 1Y | +26.4% | -4.3% | +30.7% | +26.8% |
| 3Y | +77.6% | +25.9% | +51.7% | +48.6% |
| 5Y | +102.6% | +5.8% | +96.8% | +82.4% |
| 10Y | +464.4% | +262.5% | +201.9% | +137.0% |
| All | +3,310.4% | +1,922.3% | +1,388.1% | +353.7% |
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 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