+692.8%
GOOGL vs HRB
+221.6%
+471.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.8% |
| 7D | +3.9% | -5.1% | +8.9% | +4.7% |
| 30D | -14.9% | +8.7% | -23.6% | -16.3% |
| 3M | -14.6% | -5.4% | -9.2% | -14.1% |
| 6M | -26.4% | +41.6% | -68.0% | -31.4% |
| YTD | -5.3% | +18.7% | -24.0% | -9.5% |
| 1Y | +6.5% | +16.4% | -10.0% | +2.0% |
| 3Y | +126.0% | +22.0% | +104.1% | +110.4% |
| 5Y | +100.8% | +141.2% | -40.4% | +59.6% |
| All | +692.8% | +221.6% | +471.2% | +465.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling