+96.7%
DGX vs HRB
+25.9%
+70.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.1% | +1.6% |
| 7D | -0.9% | -8.0% | +7.1% | -0.2% |
| 30D | -1.2% | -16.0% | +14.8% | +0.3% |
| 3M | +15.8% | +26.9% | -11.1% | +13.1% |
| 6M | +18.2% | +51.1% | -33.0% | +13.8% |
| YTD | +37.2% | +7.1% | +30.1% | +36.6% |
| 1Y | +30.4% | -9.6% | +40.0% | +32.5% |
| 3Y | +96.7% | +25.4% | +71.3% | +95.5% |
| All | +96.7% | +25.9% | +70.8% | +95.5% |
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