+0.8%
NDAQ vs HRB
-7.7%
+8.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.6% |
| 7D | -1.6% | -10.6% | +9.0% | +0.2% |
| 30D | -1.5% | -0.8% | -0.6% | -1.6% |
| 3M | +8.0% | +19.1% | -11.0% | +4.2% |
| 6M | +7.7% | +48.7% | -41.0% | +0.5% |
| YTD | -2.3% | +7.1% | -9.4% | -5.0% |
| All | +0.8% | -7.7% | +8.5% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling