+911.5%
BE vs HRB
+171.4%
+740.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.0% | +11.3% | +8.4% |
| 7D | +20.0% | -5.7% | +25.6% | +21.7% |
| 30D | +7.9% | +7.9% | 0.0% | +5.5% |
| 3M | -13.2% | +32.1% | -45.3% | -21.3% |
| 6M | +53.5% | +62.2% | -8.8% | +25.1% |
| YTD | +191.0% | +16.4% | +174.6% | +169.5% |
| 1Y | +360.5% | -0.3% | +360.8% | +352.1% |
| 3Y | +1,568.0% | +36.0% | +1,532.0% | +1,220.6% |
| 5Y | +1,055.2% | +125.2% | +930.0% | +601.8% |
| All | +911.5% | +171.4% | +740.1% | +401.6% |
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 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