-17.3%
META vs HRB
+1.1%
-18.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +1.1% |
| 7D | +6.7% | -5.7% | +12.4% | +6.8% |
| 30D | +4.8% | +7.9% | -3.1% | +4.7% |
| 3M | -1.6% | +32.1% | -33.8% | -1.9% |
| 6M | -7.5% | +62.2% | -69.7% | -7.9% |
| YTD | -6.4% | +16.4% | -22.8% | -7.0% |
| 1Y | -17.3% | -0.3% | -17.1% | -20.8% |
| All | -17.3% | +1.1% | -18.4% | -20.8% |
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