+83.9%
ROKU vs HRB
+25.9%
+58.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -0.4% | -8.0% | +7.6% | +0.7% |
| 30D | +2.1% | -16.0% | +18.0% | +4.5% |
| 3M | +29.5% | +26.9% | +2.6% | +24.4% |
| 6M | +53.8% | +51.1% | +2.7% | +42.9% |
| YTD | +42.8% | +7.1% | +35.8% | +39.3% |
| 1Y | +60.7% | -9.6% | +70.3% | +60.4% |
| 3Y | +83.9% | +25.4% | +58.5% | +55.9% |
| All | +83.9% | +25.9% | +58.0% | +55.9% |
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