+91.3%
META vs HRB
+24.3%
+66.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +3.1% | -7.8% | +10.8% | +3.2% |
| 30D | -18.2% | +15.7% | -34.0% | -18.5% |
| 3M | +7.8% | -5.5% | +13.3% | +7.9% |
| 6M | +3.6% | +41.1% | -37.5% | +2.7% |
| YTD | -5.3% | +20.4% | -25.6% | -5.5% |
| 1Y | +2.7% | +15.2% | -12.5% | +2.6% |
| All | +91.3% | +24.3% | +66.9% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling