+199.6%
ARM vs HRB
+40.8%
+158.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.9% |
| 7D | +9.1% | -5.1% | +14.2% | +8.1% |
| 30D | -19.9% | +8.7% | -28.6% | -18.6% |
| 3M | -31.6% | -5.4% | -26.2% | -31.7% |
| 6M | -13.9% | +41.6% | -55.4% | -8.4% |
| YTD | +74.3% | +18.7% | +55.6% | +94.9% |
| 1Y | +35.8% | +16.4% | +19.4% | +52.2% |
| 3Y | +268.6% | +22.0% | +246.6% | +298.8% |
| All | +199.6% | +40.8% | +158.9% | +217.7% |
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