-3.7%
FISV vs HRB
+16.9%
-20.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.4% | +1.9% | +5.0% |
| 7D | +29.6% | +16.0% | +13.6% | +24.7% |
| 30D | +34.5% | +32.1% | +2.4% | +25.2% |
| 3M | +11.2% | +21.5% | -10.3% | +5.1% |
| 6M | -1.2% | +82.1% | -83.3% | -15.3% |
| YTD | -7.6% | +31.6% | -39.2% | -14.7% |
| 1Y | -3.7% | +15.9% | -19.6% | -10.8% |
| All | -3.7% | +16.9% | -20.6% | -10.8% |
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