+32,991.5%
GILD vs HRB
+1,301.4%
+31,690.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | -4.8% | -8.0% | +3.2% | -3.1% |
| 30D | +5.8% | -16.0% | +21.7% | +9.6% |
| 3M | +14.9% | +26.9% | -11.9% | +8.5% |
| 6M | -0.4% | +51.1% | -51.5% | -10.5% |
| YTD | +18.5% | +7.1% | +11.5% | +14.1% |
| 1Y | +25.1% | -9.6% | +34.7% | +25.0% |
| 3Y | +105.9% | +25.4% | +80.5% | +87.8% |
| 5Y | +143.0% | +114.9% | +28.1% | +91.4% |
| 10Y | +162.4% | +206.4% | -44.1% | +72.9% |
| All | +32,991.5% | +1,301.4% | +31,690.1% | +12,401.3% |
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