+228.9%
ARM vs HRB
+36.2%
+192.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.2% | +9.0% | +3.9% |
| 7D | -15.2% | +2.7% | -17.9% | -14.7% |
| 30D | -40.7% | +22.1% | -62.8% | -38.3% |
| 3M | -39.1% | +15.7% | -54.8% | -37.0% |
| 6M | -26.4% | +83.3% | -109.8% | -19.3% |
| YTD | +59.7% | +25.0% | +34.7% | +81.2% |
| 1Y | +10.3% | +6.9% | +3.4% | +28.0% |
| 3Y | +228.9% | +39.0% | +189.8% | +273.8% |
| All | +228.9% | +36.2% | +192.6% | +273.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling