+143.3%
DELL vs HRB
+16.9%
+126.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.4% | -13.2% | -8.3% |
| 7D | -24.6% | +16.0% | -40.6% | -23.3% |
| 30D | -32.5% | +32.1% | -64.6% | -31.0% |
| 3M | -20.2% | +21.5% | -41.7% | -18.4% |
| 6M | +76.5% | +82.1% | -5.6% | +84.6% |
| YTD | +198.9% | +31.6% | +167.3% | +202.9% |
| 1Y | +143.3% | +15.9% | +127.4% | +146.5% |
| All | +143.3% | +16.9% | +126.4% | +146.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling