+46.1%
ASML vs HRB
+16.9%
+29.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.4% | -8.0% | -2.3% |
| 7D | -10.0% | +16.0% | -26.1% | -5.8% |
| 30D | -19.4% | +32.1% | -51.5% | -12.3% |
| 3M | -12.5% | +21.5% | -34.0% | -6.3% |
| 6M | +8.2% | +82.1% | -73.9% | +28.0% |
| YTD | +40.7% | +31.6% | +9.1% | +69.7% |
| 1Y | +46.1% | +15.9% | +30.2% | +78.7% |
| All | +46.1% | +16.9% | +29.2% | +78.7% |
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 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