+10.2%
ORCL vs HRB
+36.2%
-26.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.0% |
| 7D | -11.2% | +2.7% | -13.8% | -11.3% |
| 30D | -18.8% | +22.1% | -40.9% | -19.9% |
| 3M | -18.8% | +15.7% | -34.5% | -19.6% |
| 6M | -39.7% | +83.3% | -123.1% | -43.5% |
| YTD | -39.6% | +25.0% | -64.7% | -41.7% |
| 1Y | -51.7% | +6.9% | -58.7% | -53.0% |
| 3Y | +10.2% | +39.0% | -28.8% | +1.9% |
| All | +10.2% | +36.2% | -26.0% | +1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling