+29.2%
ALL vs HRB
+13.5%
+15.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | +5.0% | -5.1% | +10.1% | +5.7% |
| 30D | +13.3% | +8.7% | +4.7% | +12.5% |
| 3M | +3.2% | -5.4% | +8.6% | +3.4% |
| 6M | +25.3% | +41.6% | -16.2% | +21.8% |
| YTD | +30.5% | +18.7% | +11.8% | +35.4% |
| 1Y | +29.2% | +16.4% | +12.8% | +34.5% |
| All | +29.2% | +13.5% | +15.7% | +34.5% |
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 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