-39.3%
NFLX vs HRB
+16.9%
-56.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.4% | +0.3% | +4.0% |
| 7D | +7.1% | +16.0% | -8.9% | +4.8% |
| 30D | -1.6% | +32.1% | -33.7% | -5.3% |
| 3M | -9.8% | +21.5% | -31.3% | -12.2% |
| 6M | -27.1% | +82.1% | -109.1% | -31.4% |
| YTD | -29.2% | +31.6% | -60.8% | -34.1% |
| 1Y | -39.3% | +15.9% | -55.2% | -45.6% |
| All | -39.3% | +16.9% | -56.2% | -45.6% |
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