+1,055.3%
DELL vs HRB
+109.9%
+945.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.8% | -5.3% |
| 7D | -1.9% | -12.2% | +10.3% | -0.4% |
| 30D | +14.9% | -3.0% | +17.8% | +15.2% |
| 3M | +37.2% | +21.7% | +15.5% | +33.0% |
| 6M | +254.0% | +52.3% | +201.7% | +230.7% |
| YTD | +306.1% | +6.5% | +299.7% | +303.5% |
| 1Y | +312.3% | -6.7% | +319.0% | +319.4% |
| 3Y | +654.0% | +25.1% | +628.9% | +594.7% |
| 5Y | +1,055.3% | +113.8% | +941.6% | +879.8% |
| All | +1,055.3% | +109.9% | +945.5% | +879.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling