+11.7%
BABA vs HRB
+226.2%
-214.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -7.0% |
| 7D | -12.7% | -7.8% | -4.9% | -11.9% |
| 30D | -14.9% | +15.7% | -30.6% | -16.2% |
| 3M | -24.6% | -5.5% | -19.1% | -24.3% |
| 6M | -29.3% | +41.1% | -70.5% | -32.4% |
| YTD | -35.0% | +20.4% | -55.4% | -36.9% |
| 1Y | -39.7% | +15.2% | -54.9% | -41.1% |
| 3Y | +21.2% | +24.3% | -3.1% | +15.7% |
| 5Y | -39.9% | +144.7% | -184.6% | -48.5% |
| All | +11.7% | +226.2% | -214.5% | -10.1% |
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 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