+30.8%
XLV vs HRB
+25.9%
+4.9%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -3.6% | -8.0% | +4.5% | -2.9% |
| 30D | -1.8% | -16.0% | +14.1% | -0.5% |
| 3M | +7.8% | +26.9% | -19.1% | +5.7% |
| 6M | +9.1% | +51.1% | -42.0% | +5.3% |
| YTD | +7.7% | +7.1% | +0.7% | +8.4% |
| 1Y | +20.4% | -9.6% | +30.0% | +23.9% |
| 3Y | +30.8% | +25.4% | +5.4% | +29.9% |
| All | +30.8% | +25.9% | +4.9% | +29.9% |
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