+16,311.0%
INTC vs HRB
+3,080.2%
+13,230.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | +7.5% | -8.0% | +15.5% | +9.6% |
| 30D | +2.0% | -16.0% | +17.9% | +6.1% |
| 3M | -12.0% | +26.9% | -38.8% | -19.1% |
| 6M | +114.5% | +51.1% | +63.4% | +83.9% |
| YTD | +179.0% | +7.1% | +171.9% | +161.2% |
| 1Y | +318.3% | -9.6% | +327.9% | +308.8% |
| 3Y | +171.2% | +25.4% | +145.8% | +134.8% |
| 5Y | +107.6% | +114.9% | -7.3% | +48.6% |
| 10Y | +258.5% | +206.4% | +52.0% | +109.2% |
| All | +16,311.0% | +3,080.2% | +13,230.8% | +2,913.4% |
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