+6.2%
ABNB vs HRB
+114.1%
-107.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | -6.5% | -8.0% | +1.6% | -4.2% |
| 30D | -5.5% | -16.0% | +10.5% | -0.7% |
| 3M | +30.0% | +26.9% | +3.2% | +19.9% |
| 6M | +27.6% | +51.1% | -23.5% | +10.0% |
| YTD | +25.4% | +7.1% | +18.3% | +21.4% |
| 1Y | +38.3% | -9.6% | +47.9% | +41.8% |
| 3Y | +15.5% | +25.4% | -9.9% | -0.6% |
| All | +6.2% | +114.1% | -107.9% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling