-38.2%
LEN vs HRB
+1.1%
-39.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.0% | -1.1% |
| 7D | -3.2% | -5.7% | +2.5% | -3.2% |
| 30D | -4.9% | +7.9% | -12.8% | -4.8% |
| 3M | -8.5% | +32.1% | -40.6% | -8.2% |
| 6M | -20.7% | +62.2% | -82.9% | -20.1% |
| YTD | -17.4% | +16.4% | -33.8% | -7.5% |
| 1Y | -38.2% | -0.3% | -38.0% | -26.4% |
| All | -38.2% | +1.1% | -39.3% | -26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling