+1,559.3%
ASML vs HRB
+226.2%
+1,333.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | +10.4% | -7.8% | +18.1% | +11.4% |
| 30D | -12.7% | +15.7% | -28.5% | -14.8% |
| 3M | -17.2% | -5.5% | -11.7% | -16.9% |
| 6M | -1.3% | +41.1% | -42.4% | -8.1% |
| YTD | +40.8% | +20.4% | +20.4% | +34.3% |
| 1Y | +45.2% | +15.2% | +30.0% | +39.7% |
| 3Y | +131.8% | +24.3% | +107.5% | +113.2% |
| 5Y | +84.0% | +144.7% | -60.7% | +43.7% |
| All | +1,559.3% | +226.2% | +1,333.1% | +1,071.6% |
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