+671.2%
CTAS vs HRB
+207.5%
+463.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -1.3% | -12.2% | +10.9% | +2.2% |
| 30D | -3.1% | -3.0% | -0.1% | -2.9% |
| 3M | +10.3% | +21.7% | -11.4% | +3.4% |
| 6M | +1.6% | +52.3% | -50.7% | -11.8% |
| YTD | +6.3% | +6.5% | -0.2% | +2.2% |
| 1Y | -0.5% | -6.7% | +6.2% | -0.6% |
| 3Y | +64.6% | +25.1% | +39.5% | +46.2% |
| 5Y | +106.0% | +113.8% | -7.8% | +48.5% |
| All | +671.2% | +207.5% | +463.7% | +356.0% |
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