+310.6%
BE vs HRB
-8.2%
+318.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -4.3% |
| 7D | +9.7% | -12.2% | +21.9% | +4.1% |
| 30D | +22.4% | -3.0% | +25.3% | +20.9% |
| 3M | +10.4% | +21.7% | -11.4% | +25.2% |
| 6M | +67.9% | +52.3% | +15.5% | +104.0% |
| YTD | +197.5% | +6.5% | +191.0% | +286.8% |
| 1Y | +310.6% | -6.7% | +317.2% | +452.0% |
| All | +310.6% | -8.2% | +318.8% | +452.0% |
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