+678.3%
DELL vs HRB
+25.9%
+652.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.3% |
| 7D | +8.7% | -10.6% | +19.4% | +9.0% |
| 30D | +16.9% | -0.8% | +17.7% | +17.0% |
| 3M | +40.4% | +19.1% | +21.4% | +40.0% |
| 6M | +267.1% | +48.7% | +218.4% | +264.1% |
| YTD | +329.1% | +7.1% | +322.0% | +333.6% |
| 1Y | +346.9% | -8.3% | +355.2% | +357.3% |
| All | +678.3% | +25.9% | +652.4% | +638.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling