+95.3%
DOCU vs HRB
+157.8%
-62.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.2% | +2.6% | -0.8% |
| 7D | -5.5% | +2.7% | -8.2% | -6.1% |
| 30D | +12.6% | +22.1% | -9.4% | +8.3% |
| 3M | +36.4% | +15.7% | +20.7% | +31.9% |
| 6M | +66.8% | +83.3% | -16.5% | +48.2% |
| YTD | +13.5% | +25.0% | -11.6% | +7.1% |
| 1Y | +11.3% | +6.9% | +4.4% | +7.5% |
| 3Y | +92.1% | +39.0% | +53.0% | +76.1% |
| 5Y | -71.0% | +146.4% | -217.4% | -74.8% |
| All | +95.3% | +157.8% | -62.4% | +71.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling