+92.3%
IBB vs HRB
+33.7%
+58.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +6.0% | +2.9% |
| 7D | +2.7% | -2.4% | +5.1% | +2.8% |
| 30D | +6.3% | +15.7% | -9.4% | +5.5% |
| 3M | +11.1% | +11.4% | -0.3% | +10.3% |
| 6M | +29.2% | +40.7% | -11.5% | +26.5% |
| YTD | +30.2% | +21.0% | +9.3% | +31.6% |
| 1Y | +39.5% | +7.2% | +32.2% | +43.7% |
| 3Y | +92.3% | +29.2% | +63.2% | +84.1% |
| All | +92.3% | +33.7% | +58.6% | +84.1% |
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