-39.1%
NFLX vs HRB
-8.2%
-30.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | -8.1% | -12.2% | +4.1% | -7.0% |
| 30D | +1.6% | -3.0% | +4.6% | +2.0% |
| 3M | -7.3% | +21.7% | -29.0% | -8.6% |
| 6M | -21.6% | +52.3% | -73.9% | -23.5% |
| YTD | -18.9% | +6.5% | -25.4% | -24.1% |
| 1Y | -39.1% | -6.7% | -32.4% | -46.1% |
| All | -39.1% | -8.2% | -30.8% | -46.1% |
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