+667.4%
NFLX vs HRB
+207.5%
+459.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | -8.1% | -12.2% | +4.1% | -6.5% |
| 30D | +1.6% | -3.0% | +4.6% | +1.8% |
| 3M | -7.3% | +21.7% | -29.0% | -9.9% |
| 6M | -21.6% | +52.3% | -73.9% | -26.4% |
| YTD | -18.9% | +6.5% | -25.4% | -20.3% |
| 1Y | -39.1% | -6.7% | -32.4% | -39.2% |
| 3Y | +71.7% | +25.1% | +46.5% | +61.7% |
| 5Y | +27.0% | +113.8% | -86.8% | +11.2% |
| All | +667.4% | +207.5% | +459.9% | +560.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling