+149.3%
BWA vs HRB
+209.1%
-59.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.3% |
| 7D | -1.3% | -8.0% | +6.7% | +0.6% |
| 30D | -2.9% | -16.0% | +13.0% | +1.0% |
| 3M | -10.7% | +26.9% | -37.6% | -17.2% |
| 6M | +26.5% | +51.1% | -24.7% | +9.7% |
| YTD | +49.1% | +7.1% | +42.0% | +42.4% |
| 1Y | +52.1% | -9.6% | +61.7% | +53.4% |
| 3Y | +72.6% | +25.4% | +47.2% | +51.9% |
| 5Y | +89.4% | +114.9% | -25.5% | +33.5% |
| All | +149.3% | +209.1% | -59.8% | +40.8% |
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