+195.3%
B vs HRB
+33.7%
+161.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.5% | +4.1% |
| 7D | +11.3% | -2.4% | +13.8% | +11.3% |
| 30D | +2.9% | +15.7% | -12.8% | +3.4% |
| 3M | -2.9% | +11.4% | -14.2% | -2.4% |
| 6M | -1.2% | +40.7% | -41.9% | +0.3% |
| YTD | -1.3% | +21.0% | -22.3% | +0.4% |
| 1Y | +30.4% | +7.2% | +23.2% | +33.5% |
| 3Y | +195.3% | +29.2% | +166.1% | +213.0% |
| All | +195.3% | +33.7% | +161.6% | +213.0% |
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