+6,889.2%
TEVA vs HRB
+3,080.2%
+3,809.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | +2.0% | -8.0% | +10.0% | +3.5% |
| 30D | +1.0% | -16.0% | +16.9% | +4.0% |
| 3M | +7.3% | +26.9% | -19.5% | +2.3% |
| 6M | +21.7% | +51.1% | -29.4% | +11.4% |
| YTD | +18.8% | +7.1% | +11.8% | +15.3% |
| 1Y | +86.5% | -9.6% | +96.1% | +86.5% |
| 3Y | +269.4% | +25.4% | +244.0% | +240.9% |
| 5Y | +303.6% | +114.9% | +188.7% | +231.4% |
| 10Y | -22.9% | +206.4% | -229.4% | -43.6% |
| All | +6,889.2% | +3,080.2% | +3,809.0% | +2,502.1% |
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 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