+31.9%
DIS vs HRB
+221.6%
-189.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.9% |
| 7D | +1.9% | -5.1% | +7.0% | +3.1% |
| 30D | +9.2% | +8.7% | +0.5% | +7.0% |
| 3M | +13.5% | -5.4% | +18.9% | +14.6% |
| 6M | +14.3% | +41.6% | -27.3% | +4.4% |
| YTD | +5.4% | +18.7% | -13.3% | -0.6% |
| 1Y | +12.2% | +16.4% | -4.3% | +6.3% |
| 3Y | +37.2% | +22.0% | +15.2% | +25.5% |
| 5Y | -23.1% | +141.2% | -164.4% | -42.6% |
| All | +31.9% | +221.6% | -189.7% | -13.0% |
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