+360.5%
BE vs HRB
+1.1%
+359.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.0% | +11.3% | +5.6% |
| 7D | +20.0% | -5.7% | +25.6% | +17.0% |
| 30D | +7.9% | +7.9% | 0.0% | +11.9% |
| 3M | -13.2% | +32.1% | -45.3% | +2.7% |
| 6M | +53.5% | +62.2% | -8.8% | +96.1% |
| YTD | +191.0% | +16.4% | +174.6% | +280.7% |
| 1Y | +360.5% | -0.3% | +360.8% | +511.6% |
| All | +360.5% | +1.1% | +359.4% | +511.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling