+286.5%
C vs HRB
+213.0%
+73.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.7% | +1.4% |
| 7D | +3.2% | -9.1% | +12.2% | +6.3% |
| 30D | +1.3% | +0.3% | +1.0% | +0.4% |
| 3M | +3.1% | +23.4% | -20.3% | -5.5% |
| 6M | +29.6% | +45.1% | -15.5% | +10.3% |
| YTD | +19.0% | +8.9% | +10.1% | +12.0% |
| 1Y | +45.6% | -7.9% | +53.6% | +45.2% |
| 3Y | +269.3% | +27.9% | +241.3% | +212.7% |
| 5Y | +131.6% | +108.3% | +23.2% | +52.6% |
| 10Y | +286.5% | +208.4% | +78.1% | +92.8% |
| All | +286.5% | +213.0% | +73.6% | +92.8% |
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