-9.9%
ABNB vs HRB
+140.6%
-150.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.5% |
| 7D | -1.7% | -5.1% | +3.4% | -0.3% |
| 30D | +11.8% | +8.7% | +3.1% | +8.8% |
| 3M | +0.9% | -5.4% | +6.3% | +2.0% |
| 6M | +40.5% | +41.6% | -1.1% | +24.8% |
| YTD | +37.6% | +18.7% | +19.0% | +28.8% |
| 1Y | +54.1% | +16.4% | +37.7% | +45.1% |
| 3Y | +56.8% | +22.0% | +34.8% | +38.3% |
| All | -9.9% | +140.6% | -150.5% | -39.5% |
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