+36.3%
DIS vs HRB
+252.0%
-215.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +4.4% | -4.0% | +8.5% | +5.4% |
| 30D | +10.3% | +15.8% | -5.4% | +6.6% |
| 3M | +15.5% | +12.0% | +3.5% | +11.9% |
| 6M | +11.2% | +40.7% | -29.5% | +1.7% |
| YTD | +5.6% | +21.0% | -15.4% | -0.8% |
| 1Y | +7.7% | +11.7% | -3.9% | +3.2% |
| 3Y | +39.3% | +25.0% | +14.3% | +26.7% |
| 5Y | -29.5% | +141.0% | -170.5% | -47.3% |
| 10Y | +36.3% | +241.3% | -205.0% | -10.8% |
| All | +36.3% | +252.0% | -215.7% | -10.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling