+2,371.3%
D vs HRB
+3,613.7%
-1,242.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -0.8% |
| 7D | +3.0% | +2.7% | +0.3% | +2.5% |
| 30D | +11.5% | +22.1% | -10.6% | +7.8% |
| 3M | +3.7% | +15.7% | -12.0% | +0.8% |
| 6M | +13.5% | +83.3% | -69.8% | +1.3% |
| YTD | +20.7% | +25.0% | -4.3% | +14.2% |
| 1Y | +18.2% | +6.9% | +11.3% | +14.8% |
| 3Y | +73.3% | +39.0% | +34.3% | +59.4% |
| 5Y | +12.3% | +146.4% | -134.1% | -7.8% |
| 10Y | +43.4% | +254.4% | -211.0% | +5.1% |
| All | +2,371.3% | +3,613.7% | -1,242.4% | +1,043.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling