+48.8%
MSFT vs HRB
+25.0%
+23.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +2.3% | -4.0% | +6.4% | +2.6% |
| 30D | -0.4% | +15.8% | -16.1% | -1.4% |
| 3M | +5.6% | +12.0% | -6.5% | +4.7% |
| 6M | +29.0% | +40.7% | -11.8% | +24.5% |
| YTD | +10.9% | +21.0% | -10.0% | +7.0% |
| 1Y | +6.2% | +11.7% | -5.4% | +2.8% |
| All | +48.8% | +25.0% | +23.9% | +46.4% |
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