+10,209.8%
FISV vs HRB
+3,081.6%
+7,128.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.9% |
| 7D | -6.4% | -10.6% | +4.2% | -3.5% |
| 30D | -6.8% | -0.8% | -6.0% | -7.2% |
| 3M | -10.0% | +19.1% | -29.0% | -14.8% |
| 6M | -20.6% | +48.7% | -69.3% | -29.9% |
| YTD | -27.6% | +7.1% | -34.7% | -30.3% |
| 1Y | -64.3% | -8.3% | -56.0% | -64.2% |
| 3Y | -60.0% | +25.8% | -85.8% | -63.9% |
| 5Y | -57.7% | +111.1% | -168.8% | -67.7% |
| 10Y | -3.0% | +206.6% | -209.6% | -38.3% |
| All | +10,209.8% | +3,081.6% | +7,128.3% | +3,601.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling