+773.9%
HBAN vs HRB
+3,063.3%
-2,289.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -1.9% | -12.2% | +10.2% | +2.5% |
| 30D | -5.9% | -3.0% | -2.9% | -5.7% |
| 3M | +0.2% | +21.7% | -21.5% | -7.9% |
| 6M | +6.6% | +52.3% | -45.7% | -11.5% |
| YTD | -1.7% | +6.5% | -8.2% | -7.9% |
| 1Y | -1.7% | -6.7% | +5.0% | -3.7% |
| 3Y | +74.9% | +25.1% | +49.8% | +50.1% |
| 5Y | +36.0% | +113.8% | -77.8% | -7.3% |
| 10Y | +156.9% | +204.8% | -47.9% | +42.8% |
| All | +773.9% | +3,063.3% | -2,289.4% | +180.0% |
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 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