+365.4%
STX vs HRB
+1.1%
+364.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.0% | +10.3% | +5.0% |
| 7D | +2.4% | -5.7% | +8.0% | +0.5% |
| 30D | +1.4% | +7.9% | -6.5% | +4.3% |
| 3M | -8.2% | +32.1% | -40.3% | +3.5% |
| 6M | +127.0% | +62.2% | +64.8% | +168.3% |
| YTD | +209.1% | +16.4% | +192.7% | +247.0% |
| 1Y | +365.4% | -0.3% | +365.7% | +438.2% |
| All | +365.4% | +1.1% | +364.4% | +438.2% |
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 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