+300.1%
BB vs HRB
+1,029.0%
-728.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +1.2% |
| 7D | -5.6% | -5.7% | 0.0% | -4.0% |
| 30D | -11.8% | +7.9% | -19.7% | -14.5% |
| 3M | -25.5% | +32.1% | -57.7% | -32.9% |
| 6M | +121.3% | +62.2% | +59.0% | +84.7% |
| YTD | +103.2% | +16.4% | +86.8% | +87.2% |
| 1Y | +102.6% | -0.3% | +102.9% | +94.9% |
| 3Y | +37.5% | +36.0% | +1.5% | +15.5% |
| 5Y | -30.4% | +125.2% | -155.6% | -51.9% |
| 10Y | 0.0% | +237.7% | -237.7% | -45.1% |
| All | +300.1% | +1,029.0% | -728.8% | +1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling