+1,162.1%
AMAT vs HRB
+249.6%
+912.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.2% | +8.4% | +5.0% |
| 7D | -14.7% | +2.7% | -17.4% | -15.2% |
| 30D | -36.1% | +22.1% | -58.2% | -38.9% |
| 3M | -36.9% | +15.7% | -52.6% | -39.4% |
| 6M | -22.2% | +83.3% | -105.5% | -35.2% |
| YTD | +29.9% | +25.0% | +4.9% | +19.5% |
| 1Y | +43.3% | +6.9% | +36.3% | +37.8% |
| 3Y | +142.7% | +39.0% | +103.6% | +107.7% |
| 5Y | +126.2% | +146.4% | -20.2% | +56.8% |
| All | +1,162.1% | +249.6% | +912.4% | +643.7% |
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 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