-31.1%
ORCL vs HRB
-5.9%
-25.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.5% | +8.8% | +2.6% |
| 7D | +15.0% | -9.1% | +24.1% | +15.4% |
| 30D | +10.5% | +0.3% | +10.3% | +10.5% |
| 3M | -23.0% | +23.4% | -46.4% | -23.5% |
| 6M | +7.0% | +45.1% | -38.1% | +4.6% |
| YTD | -15.8% | +8.9% | -24.7% | -27.6% |
| 1Y | -31.1% | -7.9% | -23.2% | -50.0% |
| All | -31.1% | -5.9% | -25.2% | -50.0% |
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