+60.0%
DLR vs HRB
+28.7%
+31.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.5% | +7.1% | +0.6% |
| 7D | +3.4% | -9.1% | +12.5% | +3.4% |
| 30D | -2.2% | +0.3% | -2.5% | -2.2% |
| 3M | +4.7% | +23.4% | -18.7% | +5.0% |
| 6M | +9.0% | +45.1% | -36.1% | +9.6% |
| YTD | +24.1% | +8.9% | +15.3% | +27.5% |
| 1Y | +20.9% | -7.9% | +28.9% | +25.9% |
| 3Y | +60.0% | +27.9% | +32.1% | +47.5% |
| All | +60.0% | +28.7% | +31.3% | +47.5% |
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