+15.8%
BABA vs HRB
+246.2%
-230.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.5% | -3.4% |
| 7D | +3.8% | -2.4% | +6.3% | +4.1% |
| 30D | -5.4% | +15.7% | -21.1% | -6.9% |
| 3M | -17.9% | +11.4% | -29.3% | -19.2% |
| 6M | -24.1% | +40.7% | -64.8% | -27.3% |
| YTD | -27.4% | +21.0% | -48.4% | -29.5% |
| 1Y | -36.1% | +7.2% | -43.3% | -36.9% |
| 3Y | +35.4% | +29.2% | +6.2% | +28.7% |
| 5Y | -30.1% | +142.3% | -172.4% | -39.8% |
| 10Y | +15.8% | +253.1% | -237.2% | -4.5% |
| All | +15.8% | +246.2% | -230.4% | -4.5% |
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