+16,011.1%
STX vs HRB
+471.3%
+15,539.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.0% | +10.3% | +7.4% |
| 7D | +2.4% | -5.7% | +8.0% | +3.8% |
| 30D | +1.4% | +7.9% | -6.5% | -1.1% |
| 3M | -8.2% | +32.1% | -40.3% | -16.4% |
| 6M | +127.0% | +62.2% | +64.8% | +91.4% |
| YTD | +209.1% | +16.4% | +192.7% | +184.4% |
| 1Y | +365.4% | -0.3% | +365.7% | +346.7% |
| 3Y | +1,135.4% | +36.0% | +1,099.4% | +949.9% |
| 5Y | +991.5% | +125.2% | +866.3% | +671.3% |
| 10Y | +3,695.8% | +237.7% | +3,458.2% | +2,027.6% |
| All | +16,011.1% | +471.3% | +15,539.8% | +6,233.8% |
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