+364.8%
ALL vs HRB
+205.6%
+159.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.4% |
| 7D | -2.2% | -10.6% | +8.4% | +0.4% |
| 30D | -5.6% | -0.8% | -4.8% | -6.0% |
| 3M | +17.2% | +19.1% | -1.8% | +11.5% |
| 6M | +23.2% | +48.7% | -25.5% | +9.9% |
| YTD | +23.6% | +7.1% | +16.5% | +19.4% |
| 1Y | +29.2% | -8.3% | +37.5% | +29.7% |
| 3Y | +153.8% | +25.8% | +128.0% | +129.5% |
| 5Y | +116.1% | +111.1% | +5.0% | +65.2% |
| 10Y | +364.8% | +206.6% | +158.2% | +200.0% |
| All | +364.8% | +205.6% | +159.2% | +200.0% |
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