HD (HD)

Daily ERM3 factor decomposition: how much of HD's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$329.82
Market cap
$328.8B
23-day vol
24.8%
Sector proxy
XLY
Subsector proxy
XRT

Risk DNA

43% of HD's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 14.8%Sector 17.0%Subsector 11.1%Stock-specific 57.1%

ETF hedge ratios

Dollars of ETF to short per $1 of HD held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLY)Subsector (XRT)Explained risk
L1$-0.7714.8%
L2$0.50$-1.0731.9%
L3$0.60$-0.61$-0.6342.9%

Data as of June 16, 2026. Updated daily from the ERM3 pipeline.

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