+64.2%
BURL vs HRB
+36.4%
+27.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.0% | +6.6% | +2.8% |
| 7D | -2.8% | -5.7% | +2.9% | -2.5% |
| 30D | -28.2% | +7.9% | -36.1% | -28.4% |
| 3M | -17.6% | +32.1% | -49.7% | -18.9% |
| 6M | -11.8% | +62.2% | -74.0% | -14.3% |
| YTD | -8.1% | +16.4% | -24.5% | -7.6% |
| 1Y | -12.0% | -0.3% | -11.7% | -9.9% |
| All | +64.2% | +36.4% | +27.8% | +50.1% |
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