+9,929.9%
STX vs HRB
+482.4%
+9,447.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.7% |
| 7D | +14.6% | -5.1% | +19.7% | +16.0% |
| 30D | -26.0% | +8.7% | -34.6% | -28.0% |
| 3M | -42.6% | -5.4% | -37.2% | -42.6% |
| 6M | -35.3% | +41.6% | -76.8% | -42.9% |
| YTD | +92.5% | +18.7% | +73.8% | +74.3% |
| 1Y | +102.4% | +16.4% | +86.0% | +83.9% |
| 3Y | +673.8% | +22.0% | +651.8% | +574.7% |
| 5Y | +463.1% | +141.2% | +321.8% | +286.3% |
| 10Y | +2,014.6% | +223.1% | +1,791.4% | +1,093.0% |
| All | +9,929.9% | +482.4% | +9,447.5% | +3,781.4% |
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