+7,920.7%
BNY vs HRB
+3,063.3%
+4,857.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -1.1% | -12.2% | +11.1% | +3.4% |
| 30D | +1.4% | -3.0% | +4.4% | +1.6% |
| 3M | +16.8% | +21.7% | -4.9% | +7.2% |
| 6M | +42.0% | +52.3% | -10.3% | +18.1% |
| YTD | +41.9% | +6.5% | +35.4% | +33.2% |
| 1Y | +59.2% | -6.7% | +65.9% | +55.8% |
| 3Y | +290.9% | +25.1% | +265.8% | +234.0% |
| 5Y | +259.0% | +113.8% | +145.3% | +141.8% |
| 10Y | +413.0% | +204.8% | +208.2% | +169.5% |
| All | +7,920.7% | +3,063.3% | +4,857.4% | +1,337.5% |
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