+753.6%
B vs HRB
+3,493.2%
-2,739.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.5% | +4.3% |
| 7D | +11.3% | -2.4% | +13.8% | +11.4% |
| 30D | +2.9% | +15.7% | -12.8% | +2.3% |
| 3M | -2.9% | +11.4% | -14.2% | -3.4% |
| 6M | -1.2% | +40.7% | -41.9% | -2.8% |
| YTD | -1.3% | +21.0% | -22.3% | -2.5% |
| 1Y | +30.4% | +7.2% | +23.2% | +29.5% |
| 3Y | +195.3% | +29.2% | +166.1% | +189.9% |
| 5Y | +146.2% | +142.3% | +3.9% | +134.2% |
| 10Y | +200.5% | +253.1% | -52.6% | +176.2% |
| All | +753.6% | +3,493.2% | -2,739.6% | +892.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling