+26.1%
DECK vs HRB
+126.2%
-100.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.5% | +2.2% |
| 7D | -2.2% | -5.7% | +3.4% | -1.3% |
| 30D | -13.6% | +7.9% | -21.5% | -14.9% |
| 3M | -21.2% | +32.1% | -53.4% | -25.1% |
| 6M | -21.1% | +62.2% | -83.3% | -28.2% |
| YTD | -17.2% | +16.4% | -33.6% | -19.0% |
| 1Y | -30.7% | -0.3% | -30.5% | -30.1% |
| 3Y | -3.4% | +36.0% | -39.4% | -13.2% |
| All | +26.1% | +126.2% | -100.2% | -5.5% |
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