+289.9%
BNY vs HRB
+25.9%
+264.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.3% | -8.0% | +6.7% | -0.7% |
| 30D | -0.2% | -16.0% | +15.8% | +1.2% |
| 3M | +14.9% | +26.9% | -11.9% | +11.9% |
| 6M | +40.0% | +51.1% | -11.1% | +33.2% |
| YTD | +42.0% | +7.1% | +34.9% | +41.3% |
| 1Y | +56.9% | -9.6% | +66.5% | +60.1% |
| 3Y | +289.9% | +25.4% | +264.5% | +275.6% |
| All | +289.9% | +25.9% | +264.0% | +275.6% |
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 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