+1.5%
CARR vs HRB
+25.9%
-24.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.4% |
| 7D | -3.8% | -8.0% | +4.3% | -3.3% |
| 30D | -8.9% | -16.0% | +7.1% | -8.0% |
| 3M | -17.3% | +26.9% | -44.2% | -19.4% |
| 6M | -1.4% | +51.1% | -52.5% | -6.0% |
| YTD | +10.0% | +7.1% | +2.9% | +12.6% |
| 1Y | -6.4% | -9.6% | +3.3% | -0.4% |
| 3Y | +1.5% | +25.4% | -23.9% | -10.4% |
| All | +1.5% | +25.9% | -24.3% | -10.4% |
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