+176.0%
ALLY vs HRB
+252.0%
-76.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.3% | -2.2% |
| 7D | -0.7% | -4.0% | +3.4% | +0.8% |
| 30D | +1.1% | +15.8% | -14.6% | -4.4% |
| 3M | -13.2% | +12.0% | -25.2% | -17.7% |
| 6M | -13.5% | +40.7% | -54.2% | -25.4% |
| YTD | -14.3% | +21.0% | -35.3% | -23.1% |
| 1Y | -1.1% | +11.7% | -12.8% | -8.5% |
| 3Y | +62.0% | +25.0% | +37.1% | +37.1% |
| 5Y | -9.6% | +141.0% | -150.7% | -45.5% |
| 10Y | +176.0% | +241.3% | -65.3% | +34.0% |
| All | +176.0% | +252.0% | -76.0% | +34.0% |
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