+21.9%
BABA vs HRB
+22.6%
-0.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | -13.8% | -5.1% | -8.7% | -13.7% |
| 30D | -15.1% | +8.7% | -23.8% | -15.1% |
| 3M | -22.7% | -5.4% | -17.4% | -22.7% |
| 6M | -34.7% | +41.6% | -76.2% | -35.1% |
| YTD | -35.0% | +18.7% | -53.7% | -34.0% |
| 1Y | -40.4% | +16.4% | -56.9% | -39.3% |
| 3Y | +21.9% | +22.0% | -0.1% | +13.0% |
| All | +21.9% | +22.6% | -0.6% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling