+425.7%
META vs HRB
+246.2%
+179.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.2% | +8.4% | +5.6% |
| 7D | +5.7% | -2.4% | +8.1% | +6.1% |
| 30D | -10.8% | +15.7% | -26.5% | -13.1% |
| 3M | +8.4% | +11.4% | -3.0% | +5.7% |
| 6M | +5.4% | +40.7% | -35.3% | -1.5% |
| YTD | -2.6% | +21.0% | -23.5% | -7.0% |
| 1Y | +3.5% | +7.2% | -3.7% | +0.9% |
| 3Y | +102.0% | +29.2% | +72.8% | +85.6% |
| 5Y | +93.1% | +142.3% | -49.3% | +54.2% |
| 10Y | +425.7% | +253.1% | +172.6% | +281.9% |
| All | +425.7% | +246.2% | +179.4% | +281.9% |
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