+27.0%
NFLX vs HRB
+111.1%
-84.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -0.7% |
| 7D | -8.1% | -10.6% | +2.5% | -6.7% |
| 30D | -0.3% | -0.8% | +0.5% | -0.4% |
| 3M | -6.6% | +19.1% | -25.7% | -9.1% |
| 6M | -22.7% | +48.7% | -71.4% | -27.2% |
| YTD | -18.9% | +7.1% | -26.0% | -20.2% |
| 1Y | -39.8% | -8.3% | -31.5% | -39.5% |
| 3Y | +71.7% | +25.8% | +45.9% | +57.0% |
| All | +27.0% | +111.1% | -84.1% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling