+102.3%
INTC vs HRB
+109.9%
-7.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.6% |
| 7D | +9.4% | -12.2% | +21.6% | +9.1% |
| 30D | +2.7% | -3.0% | +5.6% | +2.5% |
| 3M | -6.3% | +21.7% | -28.0% | -6.6% |
| 6M | +114.5% | +52.3% | +62.1% | +109.9% |
| YTD | +171.9% | +6.5% | +165.4% | +177.6% |
| 1Y | +305.0% | -6.7% | +311.7% | +320.4% |
| 3Y | +168.3% | +25.1% | +143.2% | +156.9% |
| 5Y | +102.3% | +113.8% | -11.5% | +80.9% |
| All | +102.3% | +109.9% | -7.6% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling