+197.3%
JBL vs HRB
+25.9%
+171.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.5% | +4.5% | +5.1% |
| 7D | +2.4% | -8.0% | +10.4% | +2.0% |
| 30D | -13.1% | -16.0% | +2.9% | -13.8% |
| 3M | -15.6% | +26.9% | -42.4% | -14.9% |
| 6M | +24.6% | +51.1% | -26.6% | +25.0% |
| YTD | +39.6% | +7.1% | +32.5% | +46.2% |
| 1Y | +48.6% | -9.6% | +58.2% | +59.8% |
| 3Y | +197.3% | +25.4% | +171.9% | +152.5% |
| All | +197.3% | +25.9% | +171.4% | +152.5% |
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