+668.0%
BE vs HRB
+176.6%
+491.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.6% |
| 7D | +10.8% | -5.1% | +15.9% | +12.0% |
| 30D | -19.8% | +8.7% | -28.5% | -21.9% |
| 3M | -18.7% | -5.4% | -13.3% | -18.6% |
| 6M | -33.7% | +41.6% | -75.3% | -42.1% |
| YTD | +121.0% | +18.7% | +102.3% | +101.5% |
| 1Y | +85.4% | +16.4% | +69.0% | +69.8% |
| 3Y | +1,709.5% | +22.0% | +1,687.5% | +1,405.5% |
| 5Y | +462.2% | +141.2% | +321.0% | +229.8% |
| All | +668.0% | +176.6% | +491.3% | +275.1% |
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 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