+17.6%
BABA vs HRB
+240.7%
-223.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.0% | +5.3% | +1.7% |
| 7D | -4.8% | -5.7% | +0.9% | -4.2% |
| 30D | -11.9% | +7.9% | -19.8% | -12.8% |
| 3M | -9.3% | +32.1% | -41.4% | -12.4% |
| 6M | -14.2% | +62.2% | -76.5% | -19.8% |
| YTD | -22.0% | +16.4% | -38.4% | -23.9% |
| 1Y | -12.7% | -0.3% | -12.4% | -13.1% |
| 3Y | +26.7% | +36.0% | -9.4% | +19.3% |
| 5Y | -29.3% | +125.2% | -154.5% | -38.9% |
| All | +17.6% | +240.7% | -223.1% | -11.0% |
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