+1,709.5%
BE vs HRB
+22.6%
+1,687.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -5.4% |
| 7D | +10.8% | -5.1% | +15.9% | +9.0% |
| 30D | -19.8% | +8.7% | -28.5% | -17.0% |
| 3M | -18.7% | -5.4% | -13.3% | -18.7% |
| 6M | -33.7% | +41.6% | -75.3% | -24.2% |
| YTD | +121.0% | +18.7% | +102.3% | +159.0% |
| 1Y | +85.4% | +16.4% | +69.0% | +117.4% |
| 3Y | +1,709.5% | +22.0% | +1,687.5% | +1,735.0% |
| All | +1,709.5% | +22.6% | +1,687.0% | +1,735.0% |
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 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