+70.1%
BWA vs HRB
+25.2%
+44.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.6% |
| 7D | -0.1% | -12.2% | +12.1% | -0.7% |
| 30D | -5.5% | -3.0% | -2.5% | -5.6% |
| 3M | -7.6% | +21.7% | -29.3% | -6.9% |
| 6M | +25.0% | +52.3% | -27.4% | +25.1% |
| YTD | +47.0% | +6.5% | +40.5% | +58.5% |
| 1Y | +54.0% | -6.7% | +60.7% | +71.7% |
| All | +70.1% | +25.2% | +44.9% | +66.1% |
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