+54.0%
LHX vs HRB
+25.9%
+28.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.2% |
| 7D | -4.3% | -8.0% | +3.8% | -3.1% |
| 30D | -15.1% | -16.0% | +0.8% | -13.1% |
| 3M | -21.0% | +26.9% | -47.8% | -23.5% |
| 6M | -32.0% | +51.1% | -83.1% | -35.8% |
| YTD | -15.3% | +7.1% | -22.4% | -15.6% |
| 1Y | -11.1% | -9.6% | -1.4% | -8.6% |
| 3Y | +54.0% | +25.4% | +28.6% | +33.8% |
| All | +54.0% | +25.9% | +28.1% | +33.8% |
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