-0.8%
BB vs HRB
+207.5%
-208.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | -2.1% | -12.2% | +10.1% | +0.5% |
| 30D | -16.0% | -3.0% | -13.1% | -16.0% |
| 3M | -14.5% | +21.7% | -36.2% | -19.4% |
| 6M | +118.6% | +52.3% | +66.2% | +93.5% |
| YTD | +98.9% | +6.5% | +92.5% | +91.4% |
| 1Y | +99.5% | -6.7% | +106.1% | +97.4% |
| 3Y | +65.4% | +25.1% | +40.2% | +46.3% |
| 5Y | -27.6% | +113.8% | -141.4% | -45.8% |
| All | -0.8% | +207.5% | -208.3% | -35.9% |
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