+167.0%
BB vs HRB
+24.9%
+142.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.9% | +2.8% |
| 7D | +7.3% | -8.1% | +15.4% | +7.0% |
| 30D | +11.2% | +15.0% | -3.8% | +11.7% |
| 3M | +4.7% | +10.2% | -5.6% | +5.1% |
| 6M | +51.1% | +44.2% | +6.9% | +49.8% |
| YTD | +148.0% | +21.0% | +127.1% | +142.9% |
| 1Y | +106.1% | +12.0% | +94.2% | +101.9% |
| All | +167.0% | +24.9% | +142.1% | +150.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling