+116.8%
ASML vs HRB
+0.6%
+116.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.0% | +8.2% | +3.1% |
| 7D | +1.1% | -5.7% | +6.8% | -0.4% |
| 30D | +2.2% | +7.9% | -5.7% | +4.7% |
| 3M | -2.3% | +32.1% | -34.4% | +7.0% |
| 6M | +23.0% | +62.2% | -39.3% | +39.5% |
| YTD | +61.1% | +16.4% | +44.7% | +80.1% |
| All | +116.8% | +0.6% | +116.2% | +135.1% |
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