-22.5%
LEN vs HRB
+16.9%
-39.4%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.4% | +2.7% | +7.0% |
| 7D | +10.5% | +16.0% | -5.6% | +10.2% |
| 30D | +24.6% | +32.1% | -7.4% | +24.7% |
| 3M | +6.6% | +21.5% | -14.9% | +6.7% |
| 6M | +10.6% | +82.1% | -71.4% | +13.8% |
| YTD | -8.3% | +31.6% | -39.9% | +0.4% |
| 1Y | -22.5% | +15.9% | -38.4% | -10.5% |
| All | -22.5% | +16.9% | -39.4% | -10.5% |
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 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