+370.0%
ALL vs HRB
+226.2%
+143.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | 0.0% | -7.8% | +7.8% | +2.0% |
| 30D | +12.8% | +15.7% | -2.9% | +8.9% |
| 3M | +4.7% | -5.5% | +10.2% | +5.8% |
| 6M | +24.9% | +41.1% | -16.2% | +13.9% |
| YTD | +30.0% | +20.4% | +9.6% | +22.1% |
| 1Y | +29.9% | +15.2% | +14.7% | +23.3% |
| 3Y | +117.5% | +24.3% | +93.2% | +98.4% |
| 5Y | +161.7% | +144.7% | +17.0% | +93.0% |
| All | +370.0% | +226.2% | +143.8% | +205.5% |
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