+180.8%
ALLY vs HRB
+213.0%
-32.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.5% | +3.1% | -1.0% |
| 7D | +1.0% | -9.1% | +10.1% | +4.5% |
| 30D | -3.3% | +0.3% | -3.5% | -4.1% |
| 3M | +0.5% | +23.4% | -22.9% | -8.6% |
| 6M | +12.6% | +45.1% | -32.5% | -5.6% |
| YTD | -4.7% | +8.9% | -13.6% | -10.8% |
| 1Y | +5.2% | -7.9% | +13.1% | +5.0% |
| 3Y | +66.5% | +27.9% | +38.5% | +38.3% |
| 5Y | +0.2% | +108.3% | -108.1% | -35.8% |
| 10Y | +180.8% | +208.4% | -27.7% | +35.9% |
| All | +180.8% | +213.0% | -32.2% | +35.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling