+188.9%
AMAT vs HRB
+1.1%
+187.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.0% | +8.3% | +3.1% |
| 7D | -1.5% | -5.7% | +4.2% | -3.2% |
| 30D | -14.8% | +7.9% | -22.7% | -12.5% |
| 3M | -9.3% | +32.1% | -41.4% | +0.4% |
| 6M | +27.4% | +62.2% | -34.8% | +45.7% |
| YTD | +77.6% | +16.4% | +61.2% | +98.2% |
| 1Y | +188.9% | -0.3% | +189.2% | +219.9% |
| All | +188.9% | +1.1% | +187.9% | +219.9% |
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 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