+1,580.3%
LLY vs HRB
+205.6%
+1,374.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.2% |
| 7D | -3.1% | -10.6% | +7.5% | -1.9% |
| 30D | -8.6% | -0.8% | -7.8% | -8.7% |
| 3M | -1.6% | +19.1% | -20.7% | -3.9% |
| 6M | +11.8% | +48.7% | -36.9% | +5.9% |
| YTD | +5.1% | +7.1% | -2.0% | +3.7% |
| 1Y | +50.7% | -8.3% | +59.0% | +51.8% |
| 3Y | +95.7% | +25.8% | +69.8% | +84.7% |
| 5Y | +390.2% | +111.1% | +279.1% | +319.7% |
| 10Y | +1,580.3% | +206.6% | +1,373.7% | +1,210.9% |
| All | +1,580.3% | +205.6% | +1,374.7% | +1,210.9% |
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