+70,808.4%
ROST vs HRB
+3,357.9%
+67,450.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.6% |
| 7D | +0.9% | -5.7% | +6.6% | +2.5% |
| 30D | -8.9% | +7.9% | -16.8% | -11.2% |
| 3M | -0.8% | +32.1% | -32.9% | -8.8% |
| 6M | +8.5% | +62.2% | -53.8% | -6.9% |
| YTD | +28.6% | +16.4% | +12.2% | +20.1% |
| 1Y | +52.3% | -0.3% | +52.6% | +48.0% |
| 3Y | +94.8% | +36.0% | +58.8% | +70.1% |
| 5Y | +110.8% | +125.2% | -14.4% | +56.4% |
| 10Y | +304.5% | +237.7% | +66.9% | +150.4% |
| All | +70,808.4% | +3,357.9% | +67,450.5% | +17,633.2% |
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