+46.0%
DGX vs HRB
+16.9%
+29.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.4% | -0.9% | +3.2% |
| 7D | +4.1% | +16.0% | -12.0% | +3.1% |
| 30D | +10.5% | +32.1% | -21.6% | +8.7% |
| 3M | +9.8% | +21.5% | -11.7% | +8.5% |
| 6M | +34.6% | +82.1% | -47.5% | +31.8% |
| YTD | +49.8% | +31.6% | +18.2% | +40.7% |
| 1Y | +46.0% | +15.9% | +30.1% | +35.1% |
| All | +46.0% | +16.9% | +29.1% | +35.1% |
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 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