+155.3%
HBAN vs HRB
+209.1%
-53.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.6% |
| 7D | -1.0% | -8.0% | +7.0% | +1.7% |
| 30D | -5.6% | -16.0% | +10.4% | -0.2% |
| 3M | -1.1% | +26.9% | -28.0% | -10.3% |
| 6M | +9.9% | +51.1% | -41.2% | -8.2% |
| YTD | -0.9% | +7.1% | -8.0% | -6.4% |
| 1Y | -1.4% | -9.6% | +8.2% | -1.0% |
| 3Y | +78.2% | +25.4% | +52.8% | +52.2% |
| 5Y | +37.0% | +114.9% | -77.9% | -10.3% |
| All | +155.3% | +209.1% | -53.9% | +31.0% |
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