+2.8%
DIS vs HRB
+11.7%
-8.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +0.9% | -7.8% | +8.6% | +2.0% |
| 30D | +8.9% | +15.7% | -6.9% | +6.7% |
| 3M | +14.5% | -5.5% | +20.1% | +15.3% |
| 6M | +12.2% | +41.1% | -28.9% | +6.9% |
| YTD | +4.7% | +20.4% | -15.6% | +10.0% |
| 1Y | +2.8% | +15.2% | -12.4% | +11.0% |
| All | +2.8% | +11.7% | -8.8% | +11.0% |
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 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