+24.6%
DECK vs HRB
+145.8%
-121.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.5% |
| 7D | +5.8% | +2.7% | +3.1% | +5.3% |
| 30D | +7.9% | +22.1% | -14.2% | +4.3% |
| 3M | -11.4% | +15.7% | -27.1% | -13.9% |
| 6M | -16.6% | +83.3% | -99.9% | -25.4% |
| YTD | -16.4% | +25.0% | -41.4% | -19.1% |
| 1Y | +8.6% | +6.9% | +1.7% | +8.4% |
| 3Y | -15.1% | +39.0% | -54.2% | -23.4% |
| All | +24.6% | +145.8% | -121.3% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling