+2.3%
TECH vs HRB
+28.7%
-26.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.5% | +6.3% | +0.9% |
| 7D | +0.2% | -9.1% | +9.2% | +1.8% |
| 30D | +0.1% | +0.3% | -0.1% | -0.4% |
| 3M | +37.5% | +23.4% | +14.1% | +30.9% |
| 6M | +34.6% | +45.1% | -10.5% | +22.4% |
| YTD | +23.5% | +8.9% | +14.6% | +18.2% |
| 1Y | +34.4% | -7.9% | +42.3% | +33.5% |
| 3Y | +2.3% | +27.9% | -25.7% | -5.8% |
| All | +2.3% | +28.7% | -26.4% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling