+1,144.9%
STX vs HRB
+112.6%
+1,032.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.5% | +12.9% | +6.5% |
| 7D | +10.7% | -9.1% | +19.8% | +10.8% |
| 30D | +11.3% | +0.3% | +11.0% | +11.0% |
| 3M | +3.2% | +23.4% | -20.2% | +2.1% |
| 6M | +157.0% | +45.1% | +111.8% | +148.9% |
| YTD | +229.2% | +8.9% | +220.3% | +234.3% |
| 1Y | +381.8% | -7.9% | +389.8% | +405.6% |
| 3Y | +1,383.2% | +27.9% | +1,355.2% | +1,294.6% |
| 5Y | +1,144.9% | +108.3% | +1,036.6% | +1,036.5% |
| All | +1,144.9% | +112.6% | +1,032.3% | +1,036.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling