+34.5%
BBY vs HRB
+16.9%
+17.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.4% | +3.6% | +7.4% |
| 7D | +4.5% | +16.0% | -11.5% | +2.6% |
| 30D | +16.0% | +32.1% | -16.1% | +12.3% |
| 3M | +18.6% | +21.5% | -2.9% | +15.4% |
| 6M | +80.1% | +82.1% | -2.0% | +68.0% |
| YTD | +57.4% | +31.6% | +25.8% | +56.7% |
| 1Y | +34.5% | +15.9% | +18.6% | +37.3% |
| All | +34.5% | +16.9% | +17.6% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling