+48.4%
ELF vs HRB
+8.1%
+40.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +6.3% | -4.0% | +10.3% | +6.6% |
| 30D | +8.5% | +15.8% | -7.3% | +6.7% |
| 3M | +24.4% | +12.0% | +12.4% | +22.3% |
| 6M | +94.7% | +40.7% | +54.0% | +84.1% |
| YTD | +55.9% | +21.0% | +34.9% | +59.1% |
| 1Y | +48.4% | +11.7% | +36.8% | +60.5% |
| All | +48.4% | +8.1% | +40.3% | +60.5% |
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