+69.3%
EAT vs HRB
+13.5%
+55.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.4% |
| 7D | -4.0% | -5.1% | +1.1% | -3.7% |
| 30D | -2.9% | +8.7% | -11.6% | -3.1% |
| 3M | -16.9% | -5.4% | -11.5% | -16.6% |
| 6M | +57.0% | +41.6% | +15.4% | +60.3% |
| YTD | +38.2% | +18.7% | +19.5% | +35.5% |
| 1Y | +69.3% | +16.4% | +52.8% | +66.0% |
| All | +69.3% | +13.5% | +55.8% | +66.0% |
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