+72.3%
MSFT vs HRB
+104.8%
-32.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | -0.3% |
| 7D | -1.0% | -10.6% | +9.6% | +0.3% |
| 30D | -2.7% | -0.8% | -1.8% | -2.8% |
| 3M | +22.1% | +19.1% | +3.0% | +18.4% |
| 6M | +20.6% | +48.7% | -28.1% | +13.1% |
| YTD | +2.3% | +7.1% | -4.8% | 0.0% |
| 1Y | -0.5% | -8.3% | +7.8% | -0.9% |
| 3Y | +50.5% | +25.8% | +24.7% | +39.7% |
| 5Y | +72.3% | +111.1% | -38.8% | +53.8% |
| All | +72.3% | +104.8% | -32.5% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling