+51,846.2%
NFLX vs HRB
+388.8%
+51,457.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.6% | -0.5% |
| 7D | -2.0% | -5.1% | +3.1% | -0.6% |
| 30D | -11.9% | +8.7% | -20.6% | -14.0% |
| 3M | -20.6% | -5.4% | -15.2% | -19.5% |
| 6M | -29.0% | +41.6% | -70.6% | -36.2% |
| YTD | -33.7% | +18.7% | -52.4% | -38.3% |
| 1Y | -46.2% | +16.4% | -62.6% | -49.7% |
| 3Y | +39.8% | +22.0% | +17.8% | +24.8% |
| 5Y | -9.0% | +141.2% | -150.2% | -35.4% |
| 10Y | +441.5% | +223.1% | +218.3% | +205.7% |
| All | +51,846.2% | +388.8% | +51,457.4% | +20,972.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling