-29.5%
LEN vs HRB
+25.2%
-54.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -3.5% |
| 7D | -7.8% | -12.2% | +4.4% | -6.7% |
| 30D | -11.0% | -3.0% | -8.1% | -10.9% |
| 3M | -12.8% | +21.7% | -34.5% | -14.7% |
| 6M | -20.2% | +52.3% | -72.5% | -24.4% |
| YTD | -23.0% | +6.5% | -29.5% | -21.0% |
| 1Y | -41.8% | -6.7% | -35.1% | -38.4% |
| All | -29.5% | +25.2% | -54.7% | -38.2% |
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