+19.0%
DLR vs HRB
+1.1%
+18.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | 0.0% |
| 7D | +1.6% | -5.7% | +7.2% | +1.1% |
| 30D | -3.4% | +7.9% | -11.3% | -2.6% |
| 3M | +0.5% | +32.1% | -31.6% | +3.8% |
| 6M | +4.6% | +62.2% | -57.7% | +10.9% |
| YTD | +23.4% | +16.4% | +7.0% | +27.8% |
| 1Y | +19.0% | -0.3% | +19.3% | +20.5% |
| All | +19.0% | +1.1% | +18.0% | +20.5% |
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 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