+172.7%
MDY vs HRB
+209.1%
-36.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -1.9% | -8.0% | +6.2% | +0.1% |
| 30D | -4.6% | -16.0% | +11.3% | -0.6% |
| 3M | -1.2% | +26.9% | -28.1% | -8.1% |
| 6M | +9.2% | +51.1% | -41.9% | -4.4% |
| YTD | +13.1% | +7.1% | +6.0% | +8.6% |
| 1Y | +13.0% | -9.6% | +22.6% | +13.7% |
| 3Y | +49.2% | +25.4% | +23.8% | +32.6% |
| 5Y | +47.2% | +114.9% | -67.7% | +7.8% |
| All | +172.7% | +209.1% | -36.5% | +68.5% |
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