+142.4%
GILD vs HRB
+114.1%
+28.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | -4.8% | -8.0% | +3.2% | -4.0% |
| 30D | +5.8% | -16.0% | +21.7% | +7.5% |
| 3M | +14.9% | +26.9% | -11.9% | +12.1% |
| 6M | -0.4% | +51.1% | -51.5% | -4.8% |
| YTD | +18.5% | +7.1% | +11.5% | +18.5% |
| 1Y | +25.1% | -9.6% | +34.7% | +28.4% |
| 3Y | +105.9% | +25.4% | +80.5% | +98.9% |
| All | +142.4% | +114.1% | +28.4% | +123.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling