+22.6%
D vs HRB
+16.9%
+5.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.4% | +0.1% | +4.3% |
| 7D | +8.5% | +16.0% | -7.5% | +8.2% |
| 30D | +14.3% | +32.1% | -17.8% | +14.0% |
| 3M | +1.8% | +21.5% | -19.7% | +1.4% |
| 6M | +13.0% | +82.1% | -69.0% | +13.6% |
| YTD | +22.7% | +31.6% | -8.9% | +20.9% |
| 1Y | +22.6% | +15.9% | +6.7% | +20.3% |
| All | +22.6% | +16.9% | +5.7% | +20.3% |
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