+27.6%
DOC vs HRB
+81.8%
-54.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.4% | -1.3% | +2.8% |
| 7D | +8.7% | +16.0% | -7.3% | +7.5% |
| 30D | +7.6% | +32.1% | -24.4% | +5.9% |
| 3M | -5.3% | +21.5% | -26.8% | -6.2% |
| 6M | +27.6% | +82.1% | -54.5% | +28.4% |
| All | +27.6% | +81.8% | -54.2% | +28.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling