-30.5%
CHWY vs HRB
+15.1%
-45.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.5% |
| 7D | +10.4% | +10.7% | -0.3% | +8.4% |
| 30D | +26.8% | +29.0% | -2.2% | +21.4% |
| 3M | -4.3% | +21.0% | -25.3% | -7.6% |
| 6M | -6.3% | +86.9% | -93.2% | -11.7% |
| YTD | -30.4% | +30.5% | -60.9% | -35.8% |
| 1Y | -30.5% | +13.6% | -44.0% | -33.6% |
| All | -30.5% | +15.1% | -45.6% | -33.6% |
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