+748.8%
DECK vs HRB
+221.6%
+527.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.1% | +3.1% |
| 7D | +0.1% | -5.1% | +5.2% | +1.4% |
| 30D | +4.8% | +8.7% | -3.8% | +2.5% |
| 3M | -6.9% | -5.4% | -1.6% | -5.9% |
| 6M | -7.6% | +41.6% | -49.1% | -16.5% |
| YTD | -16.3% | +18.7% | -34.9% | -21.5% |
| 1Y | +4.5% | +16.4% | -12.0% | -1.5% |
| 3Y | -17.1% | +22.0% | -39.1% | -25.4% |
| 5Y | +21.9% | +141.2% | -119.3% | -13.8% |
| All | +748.8% | +221.6% | +527.2% | +430.0% |
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