Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DECK vs HRB✓SelectedUSD · HRBDECK vs HRB performance historyLatest closeAs of+1.55%09/04
Stock and ETF performance explorer

DECK vs HRB

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+6,920.8%
HRB return
+1,304.9%
Excess return
+5,615.9%
Maximum drawdown
-94.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioHRBExcessAlpha
1D+1.6%-4.0%+5.5%+2.6%
7D-2.2%-5.7%+3.4%-0.8%
30D-13.6%+7.9%-21.5%-15.8%
3M-21.2%+32.1%-53.4%-27.4%
6M-21.1%+62.2%-83.3%-32.2%
YTD-17.2%+16.4%-33.6%-22.5%
1Y-30.7%-0.3%-30.5%-32.5%
3Y-3.4%+36.0%-39.4%-15.7%
5Y+25.5%+125.2%-99.7%-6.7%
10Y+714.7%+237.7%+477.0%+407.9%
All+6,920.8%+1,304.9%+5,615.9%+3,025.6%

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 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