+1,425.2%
AMAT vs HRB
+243.1%
+1,182.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +7.0% | -8.1% | +15.0% | +8.6% |
| 30D | -20.6% | +15.0% | -35.6% | -23.2% |
| 3M | -24.8% | +10.2% | -35.0% | -27.2% |
| 6M | -10.7% | +44.2% | -55.0% | -20.3% |
| YTD | +54.3% | +21.0% | +33.3% | +42.7% |
| 1Y | +73.7% | +12.0% | +61.7% | +64.1% |
| 3Y | +168.4% | +24.9% | +143.5% | +136.7% |
| 5Y | +167.6% | +144.6% | +22.9% | +84.7% |
| 10Y | +1,425.2% | +229.4% | +1,195.8% | +804.2% |
| All | +1,425.2% | +243.1% | +1,182.1% | +804.2% |
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