+188.9%
TECH vs HRB
+205.6%
-16.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.6% | +0.2% |
| 7D | -0.1% | -10.6% | +10.5% | +1.9% |
| 30D | +0.3% | -0.8% | +1.1% | 0.0% |
| 3M | +32.9% | +19.1% | +13.9% | +27.6% |
| 6M | +32.1% | +48.7% | -16.6% | +20.8% |
| YTD | +23.4% | +7.1% | +16.3% | +19.5% |
| 1Y | +34.1% | -8.3% | +42.4% | +33.6% |
| 3Y | +2.2% | +25.8% | -23.7% | -5.1% |
| 5Y | -41.8% | +111.1% | -152.9% | -51.3% |
| 10Y | +188.9% | +206.6% | -17.7% | +119.1% |
| All | +188.9% | +205.6% | -16.7% | +119.1% |
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