+8.6%
DECK vs HRB
+9.5%
-0.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.8% |
| 7D | +5.8% | +2.7% | +3.1% | +5.5% |
| 30D | +7.9% | +22.1% | -14.2% | +6.1% |
| 3M | -11.4% | +15.7% | -27.1% | -12.4% |
| 6M | -16.6% | +83.3% | -99.9% | -19.5% |
| YTD | -16.4% | +25.0% | -41.4% | -2.1% |
| 1Y | +8.6% | +6.9% | +1.7% | +44.3% |
| All | +8.6% | +9.5% | -0.8% | +44.3% |
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 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