+16.0%
BABA vs HRB
+243.1%
-227.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.2% |
| 7D | -3.6% | -8.1% | +4.5% | -2.7% |
| 30D | -8.4% | +15.0% | -23.4% | -9.8% |
| 3M | -20.6% | +10.2% | -30.8% | -21.7% |
| 6M | -25.4% | +44.2% | -69.6% | -28.8% |
| YTD | -30.1% | +21.0% | -51.1% | -32.1% |
| 1Y | -36.3% | +12.0% | -48.3% | -37.5% |
| 3Y | +30.4% | +24.9% | +5.4% | +24.5% |
| 5Y | -35.7% | +144.6% | -180.3% | -44.8% |
| 10Y | +16.0% | +229.4% | -213.4% | -6.0% |
| All | +16.0% | +243.1% | -227.1% | -6.0% |
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