-31.8%
LVS vs HRB
+16.9%
-48.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.4% | +2.1% | +6.2% |
| 7D | +13.4% | +16.0% | -2.6% | +12.4% |
| 30D | +12.2% | +32.1% | -19.9% | +10.5% |
| 3M | -10.7% | +21.5% | -32.2% | -11.7% |
| 6M | -19.8% | +82.1% | -101.9% | -21.9% |
| YTD | -35.8% | +31.6% | -67.4% | -40.7% |
| 1Y | -31.8% | +15.9% | -47.7% | -37.8% |
| All | -31.8% | +16.9% | -48.7% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling