-37.8%
NFLX vs HRB
+1.1%
-38.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.0% | -1.4% | -5.0% |
| 7D | -4.2% | -5.7% | +1.4% | -3.8% |
| 30D | +5.5% | +7.9% | -2.4% | +4.8% |
| 3M | -4.1% | +32.1% | -36.2% | -6.1% |
| 6M | -20.7% | +62.2% | -82.9% | -23.1% |
| YTD | -16.5% | +16.4% | -32.9% | -22.3% |
| 1Y | -37.8% | -0.3% | -37.5% | -45.2% |
| All | -37.8% | +1.1% | -38.8% | -45.2% |
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