+143.8%
GOOGL vs HRB
+25.9%
+117.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.6% | -2.2% |
| 7D | -1.9% | -10.6% | +8.8% | -1.3% |
| 30D | -7.5% | -0.8% | -6.6% | -7.5% |
| 3M | -9.2% | +19.1% | -28.2% | -9.9% |
| 6M | +8.1% | +48.7% | -40.6% | +6.0% |
| YTD | +5.8% | +7.1% | -1.3% | +6.3% |
| 1Y | +38.3% | -8.3% | +46.7% | +40.6% |
| All | +143.8% | +25.9% | +117.9% | +130.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling