+9,930.9%
LEN vs HRB
+3,134.5%
+6,796.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.5% | +2.6% | -1.5% |
| 7D | -2.9% | -9.1% | +6.2% | +0.5% |
| 30D | -8.9% | +0.3% | -9.1% | -9.8% |
| 3M | -10.9% | +23.4% | -34.3% | -18.8% |
| 6M | -19.7% | +45.1% | -64.8% | -32.6% |
| YTD | -20.6% | +8.9% | -29.5% | -26.6% |
| 1Y | -42.4% | -7.9% | -34.5% | -43.4% |
| 3Y | -26.5% | +27.9% | -54.5% | -38.1% |
| 5Y | -10.9% | +108.3% | -119.3% | -40.3% |
| 10Y | +100.6% | +208.4% | -107.8% | +4.5% |
| All | +9,930.9% | +3,134.5% | +6,796.4% | +2,686.6% |
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