+48.5%
BB vs HRB
+25.9%
+22.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.5% |
| 7D | +1.8% | -10.6% | +12.5% | +1.7% |
| 30D | -12.2% | -0.8% | -11.4% | -12.3% |
| 3M | -12.3% | +19.1% | -31.4% | -13.0% |
| 6M | +122.7% | +48.7% | +74.0% | +118.2% |
| YTD | +104.5% | +7.1% | +97.4% | +99.7% |
| 1Y | +106.7% | -8.3% | +115.0% | +101.7% |
| All | +48.5% | +25.9% | +22.5% | +40.7% |
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