+140.1%
BP vs HRB
+226.2%
-86.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | +2.5% | -7.8% | +10.3% | +4.0% |
| 30D | -5.6% | +15.7% | -21.3% | -8.3% |
| 3M | +8.0% | -5.5% | +13.6% | +8.7% |
| 6M | +5.7% | +41.1% | -35.5% | -2.3% |
| YTD | +36.8% | +20.4% | +16.5% | +29.6% |
| 1Y | +30.7% | +15.2% | +15.5% | +24.9% |
| 3Y | +51.6% | +24.3% | +27.3% | +38.9% |
| 5Y | +112.2% | +144.7% | -32.5% | +59.2% |
| All | +140.1% | +226.2% | -86.2% | +62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling