+55.9%
BWA vs HRB
+1.1%
+54.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.0% | +6.7% | +1.7% |
| 7D | +5.7% | -5.7% | +11.3% | +4.1% |
| 30D | +1.4% | +7.9% | -6.5% | +4.0% |
| 3M | -12.1% | +32.1% | -44.2% | -3.7% |
| 6M | +28.6% | +62.2% | -33.7% | +48.7% |
| YTD | +51.1% | +16.4% | +34.7% | +84.9% |
| 1Y | +55.9% | -0.3% | +56.1% | +98.3% |
| All | +55.9% | +1.1% | +54.8% | +98.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling