+55.8%
DOCS vs HRB
+42.2%
+13.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.1% |
| 7D | -1.3% | +10.7% | -12.1% | -3.5% |
| 30D | +19.4% | +29.0% | -9.6% | +12.8% |
| 3M | +53.4% | +21.0% | +32.4% | +46.2% |
| 6M | +28.8% | +86.9% | -58.2% | +11.7% |
| YTD | -25.1% | +30.5% | -55.6% | -32.1% |
| 1Y | -48.1% | +13.6% | -61.7% | -52.6% |
| All | +55.8% | +42.2% | +13.5% | +9.6% |
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