+201.7%
BAH vs HRB
+207.5%
-5.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +4.9% |
| 7D | +2.4% | -12.2% | +14.6% | +4.7% |
| 30D | -2.9% | -3.0% | 0.0% | -2.7% |
| 3M | -1.3% | +21.7% | -23.1% | -5.1% |
| 6M | -0.9% | +52.3% | -53.2% | -8.6% |
| YTD | -8.2% | +6.5% | -14.7% | -10.4% |
| 1Y | -24.0% | -6.7% | -17.3% | -24.4% |
| 3Y | -28.1% | +25.1% | -53.2% | -32.4% |
| 5Y | +2.5% | +113.8% | -111.3% | -12.4% |
| All | +201.7% | +207.5% | -5.9% | +137.3% |
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