+365.6%
NDAQ vs HRB
+207.5%
+158.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.2% |
| 7D | -6.8% | -12.2% | +5.4% | -4.2% |
| 30D | -3.2% | -3.0% | -0.2% | -2.9% |
| 3M | +6.5% | +21.7% | -15.2% | +1.5% |
| 6M | +5.7% | +52.3% | -46.6% | -4.7% |
| YTD | -4.6% | +6.5% | -11.1% | -7.3% |
| 1Y | -1.6% | -6.7% | +5.1% | -1.8% |
| 3Y | +86.4% | +25.1% | +61.3% | +71.6% |
| 5Y | +50.3% | +113.8% | -63.4% | +20.8% |
| All | +365.6% | +207.5% | +158.1% | +231.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling