+48.3%
D vs HRB
+252.0%
-203.7%
-52.2%
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 | +2.4% | -4.0% | +6.4% | +3.1% |
| 30D | +10.9% | +15.8% | -4.8% | +8.1% |
| 3M | +2.8% | +12.0% | -9.2% | +0.3% |
| 6M | +12.7% | +40.7% | -28.0% | +5.1% |
| YTD | +20.3% | +21.0% | -0.7% | +14.5% |
| 1Y | +17.1% | +11.7% | +5.5% | +13.2% |
| 3Y | +75.1% | +25.0% | +50.2% | +63.7% |
| 5Y | +13.1% | +141.0% | -127.9% | -9.4% |
| 10Y | +48.3% | +241.3% | -193.0% | +5.8% |
| All | +48.3% | +252.0% | -203.7% | +5.8% |
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