+247.4%
A vs HRB
+209.1%
+38.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.1% | +2.6% |
| 7D | -2.6% | -8.0% | +5.4% | -1.0% |
| 30D | -0.9% | -16.0% | +15.1% | +2.4% |
| 3M | +13.6% | +26.9% | -13.2% | +7.6% |
| 6M | +27.8% | +51.1% | -23.3% | +15.9% |
| YTD | +8.6% | +7.1% | +1.6% | +5.6% |
| 1Y | +16.9% | -9.6% | +26.5% | +17.6% |
| 3Y | +32.9% | +25.4% | +7.5% | +23.0% |
| 5Y | -14.1% | +114.9% | -129.0% | -30.0% |
| All | +247.4% | +209.1% | +38.2% | +151.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling