+2.0%
FISV vs HRB
+209.1%
-207.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.3% |
| 7D | -2.7% | -8.0% | +5.4% | -0.4% |
| 30D | 0.0% | -16.0% | +16.0% | +4.8% |
| 3M | -2.8% | +26.9% | -29.7% | -9.6% |
| 6M | -11.8% | +51.1% | -63.0% | -22.4% |
| YTD | -23.2% | +7.1% | -30.3% | -25.9% |
| 1Y | -62.0% | -9.6% | -52.4% | -61.6% |
| 3Y | -57.6% | +25.4% | -83.0% | -61.8% |
| 5Y | -53.4% | +114.9% | -168.3% | -65.0% |
| All | +2.0% | +209.1% | -207.2% | -35.0% |
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