+4,404.4%
DELL vs HRB
+209.1%
+4,195.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.4% | +11.9% |
| 7D | +8.2% | -8.0% | +16.3% | +9.9% |
| 30D | +17.1% | -16.0% | +33.1% | +20.8% |
| 3M | +45.2% | +26.9% | +18.3% | +37.2% |
| 6M | +286.8% | +51.1% | +235.6% | +249.5% |
| YTD | +354.8% | +7.1% | +347.7% | +341.7% |
| 1Y | +358.3% | -9.6% | +367.9% | +361.4% |
| 3Y | +724.9% | +25.4% | +699.5% | +650.0% |
| 5Y | +1,193.7% | +114.9% | +1,078.8% | +916.1% |
| All | +4,404.4% | +209.1% | +4,195.3% | +3,013.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling