+299.2%
TEVA vs HRB
+114.1%
+185.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +2.0% |
| 7D | +2.0% | -8.0% | +10.0% | +2.9% |
| 30D | +1.0% | -16.0% | +16.9% | +2.9% |
| 3M | +7.3% | +26.9% | -19.5% | +4.2% |
| 6M | +21.7% | +51.1% | -29.4% | +15.4% |
| YTD | +18.8% | +7.1% | +11.8% | +18.2% |
| 1Y | +86.5% | -9.6% | +96.1% | +90.3% |
| 3Y | +269.4% | +25.4% | +244.0% | +241.7% |
| All | +299.2% | +114.1% | +185.2% | +256.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling