+70.4%
BIIB vs HRB
+16.9%
+53.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.4% | -2.2% | +2.0% |
| 7D | +4.3% | +16.0% | -11.8% | +3.5% |
| 30D | +13.8% | +32.1% | -18.3% | +12.4% |
| 3M | +22.1% | +21.5% | +0.6% | +21.2% |
| 6M | +35.9% | +82.1% | -46.2% | +36.9% |
| YTD | +44.6% | +31.6% | +13.0% | +49.1% |
| 1Y | +70.4% | +15.9% | +54.5% | +82.1% |
| All | +70.4% | +16.9% | +53.5% | +82.1% |
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