+46.6%
ASML vs HRB
+8.1%
+38.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.2% | +9.5% | +5.2% |
| 7D | -0.8% | -2.4% | +1.6% | -1.4% |
| 30D | -14.9% | +15.7% | -30.6% | -10.8% |
| 3M | -13.0% | +11.4% | -24.3% | -9.1% |
| 6M | -4.7% | +40.7% | -45.4% | +7.2% |
| YTD | +42.3% | +21.0% | +21.4% | +68.8% |
| All | +46.6% | +8.1% | +38.5% | +75.2% |
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