+4,770.1%
DELL vs HRB
+180.2%
+4,589.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.5% | +8.3% | +3.1% |
| 7D | +25.6% | -9.1% | +34.7% | +27.8% |
| 30D | +17.7% | +0.3% | +17.4% | +17.4% |
| 3M | +33.4% | +23.4% | +10.0% | +26.8% |
| 6M | +266.2% | +45.1% | +221.1% | +233.8% |
| YTD | +328.0% | +8.9% | +319.1% | +314.2% |
| 1Y | +339.6% | -7.9% | +347.5% | +340.7% |
| 3Y | +694.6% | +27.9% | +666.7% | +619.2% |
| 5Y | +1,122.0% | +108.3% | +1,013.7% | +867.2% |
| 10Y | +4,062.5% | +208.4% | +3,854.0% | +2,707.6% |
| All | +4,770.1% | +180.2% | +4,589.8% | +3,288.4% |
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