+208.8%
C vs HRB
+252.0%
-43.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.4% | -4.0% | +3.7% | +0.9% |
| 30D | -5.2% | +15.8% | -20.9% | -9.9% |
| 3M | -9.1% | +12.0% | -21.1% | -13.5% |
| 6M | -1.6% | +40.7% | -42.3% | -14.3% |
| YTD | +6.9% | +21.0% | -14.0% | -3.2% |
| 1Y | +23.0% | +11.7% | +11.3% | +14.5% |
| 3Y | +216.1% | +25.0% | +191.2% | +171.9% |
| 5Y | +112.2% | +141.0% | -28.8% | +32.5% |
| 10Y | +208.8% | +241.3% | -32.5% | +53.0% |
| All | +208.8% | +252.0% | -43.2% | +53.0% |
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