+142.7%
AMAT vs HRB
+36.2%
+106.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.2% | +8.4% | +3.5% |
| 7D | -14.7% | +2.7% | -17.4% | -14.3% |
| 30D | -36.1% | +22.1% | -58.2% | -33.9% |
| 3M | -36.9% | +15.7% | -52.6% | -35.1% |
| 6M | -22.2% | +83.3% | -105.5% | -17.9% |
| YTD | +29.9% | +25.0% | +4.9% | +40.7% |
| 1Y | +43.3% | +6.9% | +36.3% | +57.9% |
| 3Y | +142.7% | +39.0% | +103.6% | +134.0% |
| All | +142.7% | +36.2% | +106.4% | +134.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling