-31.9%
ADSK vs HRB
+1.1%
-33.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.0% | -4.3% | -7.0% |
| 7D | -16.4% | -5.7% | -10.7% | -14.8% |
| 30D | -9.2% | +7.9% | -17.1% | -11.6% |
| 3M | -6.7% | +32.1% | -38.9% | -14.6% |
| 6M | -15.5% | +62.2% | -77.7% | -26.6% |
| YTD | -26.4% | +16.4% | -42.8% | -34.7% |
| 1Y | -31.9% | -0.3% | -31.6% | -40.1% |
| All | -31.9% | +1.1% | -33.0% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling