+134.5%
IBM vs HRB
+207.5%
-73.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | -0.3% | -12.2% | +11.9% | +3.0% |
| 30D | -1.8% | -3.0% | +1.1% | -1.7% |
| 3M | -13.5% | +21.7% | -35.2% | -18.4% |
| 6M | -5.1% | +52.3% | -57.4% | -16.5% |
| YTD | -19.4% | +6.5% | -25.9% | -22.2% |
| 1Y | -6.5% | -6.7% | +0.1% | -7.0% |
| 3Y | +73.8% | +25.1% | +48.7% | +57.4% |
| 5Y | +116.3% | +113.8% | +2.5% | +64.6% |
| All | +134.5% | +207.5% | -73.0% | +53.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling