-12.8%
DECK vs HRB
+43.4%
-56.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +4.4% | +1.6% | +5.6% |
| 7D | +10.4% | +16.0% | -5.7% | +9.0% |
| 30D | +11.1% | +32.1% | -21.0% | +8.6% |
| 3M | -10.8% | +21.5% | -32.3% | -12.3% |
| 6M | -8.7% | +82.1% | -90.8% | -12.6% |
| YTD | -14.0% | +31.6% | -45.7% | -14.4% |
| 1Y | +12.0% | +15.9% | -3.9% | +12.6% |
| All | -12.8% | +43.4% | -56.2% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling