+51.9%
DOW vs HRB
+16.9%
+35.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.4% | -7.6% | -3.1% |
| 7D | -4.2% | +16.0% | -20.2% | -3.7% |
| 30D | +14.7% | +32.1% | -17.4% | +15.9% |
| 3M | +9.1% | +21.5% | -12.4% | +10.0% |
| 6M | -17.7% | +82.1% | -99.7% | -13.8% |
| YTD | +44.6% | +31.6% | +13.0% | +51.3% |
| 1Y | +51.9% | +15.9% | +36.0% | +61.3% |
| All | +51.9% | +16.9% | +35.0% | +61.3% |
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