+72.3%
BA vs HRB
+213.0%
-140.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.7% | +1.6% |
| 7D | +2.5% | -9.1% | +11.5% | +5.9% |
| 30D | -10.1% | +0.3% | -10.4% | -11.1% |
| 3M | -2.4% | +23.4% | -25.8% | -11.4% |
| 6M | -8.8% | +45.1% | -53.9% | -23.9% |
| YTD | -2.9% | +8.9% | -11.8% | -9.6% |
| 1Y | -8.8% | -7.9% | -0.8% | -9.3% |
| 3Y | -0.3% | +27.9% | -28.2% | -19.4% |
| 5Y | -0.3% | +108.3% | -108.6% | -40.8% |
| 10Y | +72.3% | +208.4% | -136.1% | -22.1% |
| All | +72.3% | +213.0% | -140.6% | -22.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling