+85.5%
BWA vs HRB
+114.1%
-28.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.4% |
| 7D | -1.3% | -8.0% | +6.7% | -0.7% |
| 30D | -2.9% | -16.0% | +13.0% | -1.6% |
| 3M | -10.7% | +26.9% | -37.6% | -13.4% |
| 6M | +26.5% | +51.1% | -24.7% | +18.6% |
| YTD | +49.1% | +7.1% | +42.0% | +51.4% |
| 1Y | +52.1% | -9.6% | +61.7% | +61.5% |
| 3Y | +72.6% | +25.4% | +47.2% | +63.4% |
| All | +85.5% | +114.1% | -28.6% | +51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling