+7,078.7%
DECK vs HRB
+1,475.3%
+5,603.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.3% |
| 7D | +6.0% | +10.7% | -4.7% | +3.2% |
| 30D | +7.4% | +29.0% | -21.6% | +0.4% |
| 3M | -11.7% | +21.0% | -32.6% | -16.6% |
| 6M | -11.0% | +86.9% | -97.9% | -26.1% |
| YTD | -15.4% | +30.5% | -45.9% | -23.2% |
| 1Y | +7.2% | +13.6% | -6.3% | +0.9% |
| 3Y | -11.8% | +42.0% | -53.9% | -23.9% |
| 5Y | +24.3% | +157.2% | -132.9% | -10.8% |
| 10Y | +907.5% | +270.0% | +637.5% | +512.3% |
| All | +7,078.7% | +1,475.3% | +5,603.5% | +2,996.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling