+52,297.5%
NFLX vs HRB
+395.8%
+51,901.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.7% |
| 7D | -4.4% | -7.8% | +3.4% | -2.2% |
| 30D | -11.0% | +15.7% | -26.8% | -14.6% |
| 3M | -15.5% | -5.5% | -10.0% | -14.4% |
| 6M | -28.5% | +41.1% | -69.6% | -35.7% |
| YTD | -33.1% | +20.4% | -53.5% | -38.0% |
| 1Y | -45.8% | +15.2% | -61.1% | -49.2% |
| 3Y | +40.2% | +24.3% | +15.9% | +24.5% |
| 5Y | -8.2% | +144.7% | -152.9% | -35.1% |
| 10Y | +446.2% | +227.8% | +218.4% | +207.2% |
| All | +52,297.5% | +395.8% | +51,901.8% | +21,071.9% |
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