+17.6%
ABNB vs HRB
+237.8%
-220.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | -6.5% | -8.0% | +1.6% | -4.4% |
| 30D | -5.5% | -16.0% | +10.5% | -1.1% |
| 3M | +30.0% | +26.9% | +3.2% | +20.8% |
| 6M | +27.6% | +51.1% | -23.5% | +11.6% |
| YTD | +25.4% | +7.1% | +18.3% | +21.5% |
| 1Y | +38.3% | -9.6% | +47.9% | +40.9% |
| 3Y | +15.5% | +25.4% | -9.9% | +2.2% |
| 5Y | +3.0% | +114.9% | -111.9% | -21.0% |
| All | +17.6% | +237.8% | -220.1% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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