+13,447.0%
GOOG vs HRB
+295.1%
+13,151.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.5% | +6.5% | +1.5% |
| 7D | +1.1% | -9.1% | +10.1% | +3.3% |
| 30D | -5.1% | +0.3% | -5.3% | -5.6% |
| 3M | -7.1% | +23.4% | -30.5% | -12.4% |
| 6M | +12.7% | +45.1% | -32.5% | +0.8% |
| YTD | +7.1% | +8.9% | -1.8% | +2.5% |
| 1Y | +43.6% | -7.9% | +51.5% | +42.8% |
| 3Y | +146.8% | +27.9% | +118.8% | +120.2% |
| 5Y | +133.7% | +108.3% | +25.3% | +78.8% |
| 10Y | +773.3% | +208.4% | +564.9% | +443.9% |
| All | +13,447.0% | +295.1% | +13,151.9% | +6,689.2% |
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