+44.6%
C vs HRB
-9.2%
+53.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.8% |
| 7D | +2.6% | -10.6% | +13.2% | +3.0% |
| 30D | +1.9% | -0.8% | +2.7% | +1.9% |
| 3M | +2.8% | +19.1% | -16.3% | +1.5% |
| 6M | +30.6% | +48.7% | -18.1% | +25.3% |
| YTD | +19.9% | +7.1% | +12.8% | +22.5% |
| 1Y | +44.6% | -8.3% | +52.9% | +46.9% |
| All | +44.6% | -9.2% | +53.7% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling