+35.1%
ELV vs HRB
+1.1%
+34.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -1.3% |
| 7D | +3.3% | -5.7% | +9.0% | +3.9% |
| 30D | +4.2% | +7.9% | -3.7% | +3.4% |
| 3M | -0.1% | +32.1% | -32.2% | -3.0% |
| 6M | +41.3% | +62.2% | -21.0% | +35.0% |
| YTD | +17.4% | +16.4% | +1.0% | +20.9% |
| 1Y | +35.1% | -0.3% | +35.3% | +41.8% |
| All | +35.1% | +1.1% | +34.0% | +41.8% |
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