+151.1%
ALLE vs HRB
+213.0%
-61.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.8% | +1.0% |
| 7D | +2.8% | -9.1% | +11.8% | +5.2% |
| 30D | -7.6% | +0.3% | -7.9% | -8.3% |
| 3M | +22.8% | +23.4% | -0.6% | +15.0% |
| 6M | +4.6% | +45.1% | -40.5% | -7.4% |
| YTD | -1.2% | +8.9% | -10.1% | -5.6% |
| 1Y | -9.1% | -7.9% | -1.2% | -9.0% |
| 3Y | +50.0% | +27.9% | +22.0% | +32.8% |
| 5Y | +15.2% | +108.3% | -93.1% | -13.9% |
| 10Y | +151.1% | +208.4% | -57.4% | +50.7% |
| All | +151.1% | +213.0% | -61.9% | +50.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling