+70,760.1%
BBY vs HRB
+3,081.6%
+67,678.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.2% | -0.9% |
| 7D | +1.2% | -10.6% | +11.8% | +4.9% |
| 30D | +6.8% | -0.8% | +7.6% | +6.2% |
| 3M | +18.7% | +19.1% | -0.3% | +10.4% |
| 6M | +37.3% | +48.7% | -11.4% | +16.4% |
| YTD | +35.3% | +7.1% | +28.2% | +27.6% |
| 1Y | +20.7% | -8.3% | +29.0% | +19.7% |
| 3Y | +39.4% | +25.8% | +13.6% | +20.9% |
| 5Y | -1.5% | +111.1% | -112.6% | -30.9% |
| 10Y | +239.8% | +206.6% | +33.2% | +91.5% |
| All | +70,760.1% | +3,081.6% | +67,678.5% | +12,898.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling