+29.2%
ALL vs HRB
-9.2%
+38.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.2% |
| 7D | -2.2% | -10.6% | +8.4% | -1.4% |
| 30D | -5.6% | -0.8% | -4.8% | -5.6% |
| 3M | +17.2% | +19.1% | -1.8% | +15.2% |
| 6M | +23.2% | +48.7% | -25.5% | +21.1% |
| YTD | +23.6% | +7.1% | +16.5% | +26.6% |
| 1Y | +29.2% | -8.3% | +37.5% | +33.9% |
| All | +29.2% | -9.2% | +38.3% | +33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling