+2,024.1%
LLY vs HRB
+252.0%
+1,772.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.6% | -4.0% | +5.7% | +2.1% |
| 30D | +21.5% | +15.8% | +5.7% | +19.3% |
| 3M | +16.4% | +12.0% | +4.4% | +14.6% |
| 6M | +51.5% | +40.7% | +10.7% | +44.9% |
| YTD | +33.9% | +21.0% | +12.9% | +30.1% |
| 1Y | +49.1% | +11.7% | +37.5% | +46.4% |
| 3Y | +144.6% | +25.0% | +119.7% | +132.4% |
| 5Y | +466.3% | +141.0% | +325.3% | +376.2% |
| 10Y | +2,024.1% | +241.3% | +1,782.9% | +1,521.2% |
| All | +2,024.1% | +252.0% | +1,772.2% | +1,521.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling