+28.1%
BA vs HRB
+246.2%
-218.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.7% | +0.6% |
| 7D | -1.7% | -2.4% | +0.7% | -0.9% |
| 30D | -9.5% | +15.7% | -25.2% | -14.4% |
| 3M | -26.5% | +11.4% | -37.8% | -30.2% |
| 6M | -27.4% | +40.7% | -68.1% | -37.6% |
| YTD | -20.6% | +21.0% | -41.6% | -29.0% |
| 1Y | -11.4% | +7.2% | -18.7% | -16.9% |
| 3Y | -10.8% | +29.2% | -40.0% | -27.4% |
| 5Y | -21.9% | +142.3% | -164.3% | -56.6% |
| 10Y | +28.1% | +253.1% | -224.9% | -43.0% |
| All | +28.1% | +246.2% | -218.1% | -43.0% |
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 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