+384.5%
ALAB vs HRB
+3.9%
+380.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.7% | +3.6% |
| 7D | +9.6% | -10.6% | +20.2% | +6.3% |
| 30D | -5.3% | -0.8% | -4.4% | -5.0% |
| 3M | -12.0% | +19.1% | -31.1% | -5.9% |
| 6M | +145.7% | +48.7% | +97.0% | +174.9% |
| YTD | +80.7% | +7.1% | +73.6% | +88.2% |
| 1Y | +40.1% | -8.3% | +48.4% | +42.5% |
| All | +384.5% | +3.9% | +380.6% | +394.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling