+60.7%
BMY vs HRB
+209.1%
-148.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -4.8% | -8.0% | +3.3% | -3.7% |
| 30D | -0.1% | -16.0% | +15.9% | +2.1% |
| 3M | +13.1% | +26.9% | -13.8% | +9.1% |
| 6M | +8.4% | +51.1% | -42.7% | +1.5% |
| YTD | +22.0% | +7.1% | +14.9% | +19.7% |
| 1Y | +40.3% | -9.6% | +49.9% | +41.1% |
| 3Y | +20.5% | +25.4% | -4.9% | +14.4% |
| 5Y | +23.7% | +114.9% | -91.2% | +6.5% |
| All | +60.7% | +209.1% | -148.4% | +29.3% |
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 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