+65,302.9%
NFLX vs HRB
+379.5%
+64,923.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.0% | -1.4% | -4.3% |
| 7D | -4.2% | -5.7% | +1.4% | -2.7% |
| 30D | +5.5% | +7.9% | -2.4% | +2.8% |
| 3M | -4.1% | +32.1% | -36.2% | -11.8% |
| 6M | -20.7% | +62.2% | -82.9% | -32.0% |
| YTD | -16.5% | +16.4% | -32.9% | -21.8% |
| 1Y | -37.8% | -0.3% | -37.5% | -39.4% |
| 3Y | +77.9% | +36.0% | +41.9% | +53.6% |
| 5Y | +32.5% | +125.2% | -92.7% | -4.2% |
| 10Y | +703.6% | +237.7% | +465.9% | +344.4% |
| All | +65,302.9% | +379.5% | +64,923.4% | +26,612.2% |
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