+3,621.5%
STX vs HRB
+205.6%
+3,415.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.8% |
| 7D | +9.6% | -10.6% | +20.2% | +11.3% |
| 30D | +10.6% | -0.8% | +11.4% | +10.2% |
| 3M | +4.8% | +19.1% | -14.3% | +0.3% |
| 6M | +137.3% | +48.7% | +88.5% | +114.3% |
| YTD | +222.5% | +7.1% | +215.4% | +212.0% |
| 1Y | +366.2% | -8.3% | +374.5% | +367.5% |
| 3Y | +1,352.9% | +25.8% | +1,327.1% | +1,209.4% |
| 5Y | +1,077.4% | +111.1% | +966.4% | +812.0% |
| 10Y | +3,621.5% | +206.6% | +3,414.9% | +2,238.6% |
| All | +3,621.5% | +205.6% | +3,415.9% | +2,238.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling