+101,570.6%
TECH vs HRB
+3,493.2%
+98,077.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | -8.1% | +8.2% | +1.7% |
| 30D | +0.3% | +15.0% | -14.7% | -2.6% |
| 3M | +1.0% | +10.2% | -9.2% | -1.6% |
| 6M | +54.0% | +44.2% | +9.7% | +41.4% |
| YTD | +24.3% | +21.0% | +3.4% | +17.2% |
| 1Y | +23.7% | +12.0% | +11.7% | +18.3% |
| 3Y | +28.5% | +24.9% | +3.5% | +19.0% |
| 5Y | -41.2% | +144.6% | -185.8% | -53.1% |
| 10Y | +189.2% | +229.4% | -40.2% | +103.9% |
| All | +101,570.6% | +3,493.2% | +98,077.4% | +43,737.8% |
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