+273.7%
ELV vs HRB
+209.1%
+64.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +3.2% | -8.0% | +11.2% | +5.3% |
| 30D | +5.4% | -16.0% | +21.3% | +9.9% |
| 3M | +5.4% | +26.9% | -21.5% | -1.5% |
| 6M | +45.7% | +51.1% | -5.4% | +28.9% |
| YTD | +21.2% | +7.1% | +14.1% | +17.1% |
| 1Y | +35.6% | -9.6% | +45.2% | +36.8% |
| 3Y | -2.0% | +25.4% | -27.4% | -11.5% |
| 5Y | +26.0% | +114.9% | -88.9% | -6.1% |
| All | +273.7% | +209.1% | +64.6% | +126.4% |
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 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