+3.6%
GOOG vs HRB
+16.9%
-13.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.4% | -1.1% | +3.3% |
| 7D | -10.7% | +16.0% | -26.8% | -10.5% |
| 30D | -16.4% | +32.1% | -48.5% | -16.3% |
| 3M | -23.4% | +21.5% | -44.9% | -23.1% |
| 6M | -24.2% | +82.1% | -106.3% | -23.7% |
| YTD | -8.3% | +31.6% | -39.9% | -6.7% |
| 1Y | +3.6% | +15.9% | -12.3% | +4.3% |
| All | +3.6% | +16.9% | -13.3% | +4.3% |
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 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